MI Rewind: Studying Financial History w/ Ken Winans

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 5 May 2023

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment. 14:34 - Ken’s approach to constructing a portfolio for his clients. 32:20 - Why January is often an indicator of how the market will perform throughout the year. 39:05 - Ken’s thoughts on holding bonds in the current market environment. 44:15 - Whether TIPS are a wise investment instead of bonds. 59:01 - The biggest mistakes Ken sees in the clients he has worked with. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Ken’s website. Check out Ken’s articles on Forbes. Check out Ken’s books. Benjamin Graham’s book The Intelligent Investor. Robert Edwards’ book Technical Analysis of Stock Trends. Related episode: Listen to MI115: Young Investors Getting Started w/ Kelly Lannan, or watch the video. Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Ken: Website | LinkedIn Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.3	On today's show, we've started to reshare some older episodes that are my favorite
0:06.8	for a few reasons.
0:08.7	One, we get a bunch of new listeners each week, so the new listeners may not have heard
0:13.2	this episode before.
0:14.7	Two, even if you've been listening for a while, you may have missed this episode when
0:19.2	it originally came out.
0:39.0	Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that, and you can pick up with our new episodes next week. All right, guys, that's all I had for you for this new intro. Everything going forward is going to be from the original show. Hope you guys enjoy it. On today's episode,
0:47.2	I sit down to chat with Ken Wynens. Ken is an investment management entrepreneur, an author,
0:53.6	and an active philanthropist. As an
0:55.7	accomplished investment manager, much of his research has been published by leading news publications.
1:01.6	During the episode, I chat with Ken about the lessons that he has learned from studying
1:05.8	financial history, why he believes that financial history should be taught in business schools,
1:12.6	why January is often an indicator of how the rest of the year will play out, Ken's thoughts on holding bonds in a portfolio,
1:18.5	whether investors should consider tips, treasury inflation protected securities, and much,
1:23.2	much more. Without further delay, let's dive right into this week's episode with Ken Wynens.
1:29.2	You're listening to Millennial Investing by the Investors Podcast Network,
1:33.8	where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, business
1:38.8	leaders and investors to help educate and inspire the millennial generation.
1:50.6	Hey everyone.
1:52.5	Welcome to the Millennial Investing Podcast.
1:55.1	As always, I'm your host, Clay Fink.
	...

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