Episodes

  • Investment Strategies mini-series: The 52-week low formula

    Investment Strategies mini-series: The 52-week low formula
    Apr 5 2022
    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at the 52-week formula, a systematic strategy for stock picking to overcome the tendency towards reactionary ‘System 1’ thinking. Can a simple formula really beat the market? What quality filters need to be used to avoid picking duds?Resources:The 52 Week Low Formula: A Contrarian Strategy that Lowers Risk, Beats the Market, and Overcomes Human Emotions – Luke WileyCompetition Demystified – Bruce GreenwaldBuffettology – Mary Buffett and David ClarkThanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    34 mins
  • Investment Strategies mini-series: Dogs of the Dow

    Investment Strategies mini-series: Dogs of the Dow
    Mar 29 2022
    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at the famous Dogs of the Dow strategy, coined by Michael O’Higgins. A simple strategy for beating the market, can this strategy still be replicated today? And how about for Australian investors?Resources:O'Higgins Asset Management, Inc. (ohiggins.com)Dogs of the Dow website (dogsofthedow.com) – great resource and there is plenty of information regarding performance of the various strategies.Beating The Dow – Michael O’Higgins Revised edition 2000. The only book you really need. He did also write Beating the Dow with Bonds.Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    29 mins
  • Investment Strategies mini-series: The Permanent Portfolio

    Investment Strategies mini-series: The Permanent Portfolio
    Mar 22 2022
    In this mini-series Pete and Steve review a range of popular investment strategies tosee what investors can learn, and how you can fashion an approach to suit your owncircumstances, preferences, and personality.This week, a look at Harry Browne’s Permanent Portfolio: stocks, gold, bonds, andcash.How well has the simple strategy performed over the past few decades, and withwhat level of volatility?ResourcesFail Safe Investing (Lifelong Financial Security in 30 minutes) – Harry BrowneA quick little read where Harry discusses 17 rules of investing which is mainly indexand get on with your life.The Permanent Portfolio (Harry Browne’s Long-term Investment Strategy) – CraigRowland & J.M. LawsonThanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    31 mins
  • Investment Strategies mini-series: Dreman’s Contrarian Strategies

    Investment Strategies mini-series: Dreman’s Contrarian Strategies
    Mar 15 2022
    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at David Dreman’s Contrarian Investment Strategies, buying stocks on low valuations to beat the market.Resources:David Dreman – Contrarian Investment Strategies: The Next GenerationDavid Dreman – Contrarian Investment Strategies: The Psychological EdgeValidea – website with a range of screeners.Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    36 mins
  • 2021: The Year in Review

    2021: The Year in Review
    Dec 7 2021
    This week Pete and Steve discuss 2021, the year in review.They consider their 8 timeless investment principles, and how to apply these in 2022.Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    52 mins
  • Meet the Experts mini-series #7 (part two): Tim Staermose - Hunting value, African lions

    Meet the Experts mini-series #7 (part two): Tim Staermose - Hunting value, African lions
    Nov 26 2021
    In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price which will compound for the long term.Learn how and why Tim invests for value, and how he applies the same principles across his whole life, to invest for time and money freedom.For more information or to contact Tim, see:globalvaluehunter.com/Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    37 mins
  • Meet the Experts mini-series #7 (part one): Tim Staermose - Hunting value, African lions

    Meet the Experts mini-series #7 (part one): Tim Staermose - Hunting value, African lions
    Nov 17 2021
    In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price which will compound for the long term.Learn how and why Tim invests for value, and how he applies the same principles across his whole life, to invest for time and money freedom.For more information or to contact Tim, see: https://globalvaluehunter.com/Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    29 mins
  • Meet the Experts mini-series: Anatomy of a loser

    Meet the Experts mini-series: Anatomy of a loser
    Nov 2 2021
    In this episode Pete and Steve discuss their worst ever investments, and the decision processes that led to their downfall. Perhaps unsurprisingly, the 8 timeless principles of investing were not followed when making these investments!Tune in to hear the details of how both Pete and Steve lost thousands before adopting and fine-tuning a systematic approach to investment, based upon solid principles. Book references: Memoirs of a Fruitcake, by Chris Evans Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

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    37 mins