Inside the Mind of a Jewish Hedge Fund Manager (with Jason Lieber)
Kosher Money
Living Lchaim
5 • 781 Ratings
🗓️ 26 September 2023
⏱️ 64 minutes
🧾️ Download transcript
Summary
Oh, this episode is a really, really good episode.
Incorporate what hedge fund manager Jason Lieber has to say and you'll be in a much better financial frame of mind.
Contact Jason Lieber at [email protected]
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Jason's Book Recommendations:
Reminiscences of a Stock Operator: https://amzn.to/3ECUbT0
Liar’s Poker: https://amzn.to/3ZgHpDf
How to Make Money in Stocks: https://amzn.to/46aUaRZ
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Transcript
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| 0:00.0 | Take a listen to this text message. I got it from a friend today. Real. Good morning. |
| 0:05.8 | I would love your input on my financial situation. I'm not a financial advisor. But he writes, |
| 0:11.0 | I have almost $1 million in stocks, $650,000 in Apple. We invested in Apple stock back in 2003. |
| 0:55.0 | All of our investments are in stock. My close friend does real estate and owns many buildings in Brooklyn. I want to invest with him now. To be a partner at his next project, I would need to invest $270,000. I already have $170,000 lined up and I'm lacking $100,000. My question to you is, do I sell $100,000 of Apple stock to invest in real estate and pay the 20% tax and lower my Apple portfolio? Or do I try other methods such as taking from home equity and paying it back over time? |
| 0:58.3 | Why do I even have stocks if I'm never selling them? |
| 0:58.9 | Okay. |
| 1:02.2 | I have no clue what the answer is. |
| 1:05.3 | I asked a friend, shared it with him, made a connection. But my point is people are being solicited by friends, by family, way more than we think. |
| 1:15.6 | And this is someone that I did not know or think had this much money, granted, way back |
| 1:23.0 | when he invested in a company that has risen dramatically in Apple, |
| 1:30.6 | but it's scary to think about what's happening when people do not get the information they need |
| 1:38.5 | and they invest their hard-earned money in things that they probably shouldn't. |
| 1:45.1 | So that is the theme of this episode. |
| 1:48.7 | We sat down with a hedge fund manager, Jason Lieber, and these were the questions we asked |
| 1:56.2 | him. |
| 1:56.5 | Not so much, what do you do when given a particular situation, but more about what questions you |
| 2:02.9 | should be asking, what information do you need to make sound decisions? |
| 2:08.1 | And my hope, my goal is that after you listen to this episode, you are better equipped |
| 2:15.0 | to know how to respond to somebody when they come over to you |
| 2:21.4 | with the best investment you've ever heard of. Enjoy this week's episode. |
| 2:28.1 | Being a Jew, awesome. Managing personal finances, not so awesome. Welcome to kosher money. We're here with Jason Lieber, |
| 2:39.5 | who I just discovered is a brother of a friend of mine from way back when, so you're practically |
... |
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