MI340: The Art of Studying Markets w/ Shawn O’Malley and Matthew Gutierrez
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 1 April 2024
⏱️ 66 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.1 | Connecting back to Antifragile. And something that SEMTALET talks about is this concept of via negativa. And so, you know, we often, when we think about whether it's with our health, the relationships, with our money, we think about, you know, how can we add more? And somehow we're going to add something that's going to help us. And it's going to be some new supplement or some vitamin or, you know, we're going to add more exercise into our routine or we're going to add this stock to our portfolio and it's going to dramatically improve things. And the principle of va negativa is first let's focus on what we should avoid. What should we not do? And so, you know, maybe with health, it's like, okay, well, rather than trying to trade to run a marathon, well, let's start with cutting out the junk food or, you know, whatever it is. And literally the V-negative and just removing the things that are weighing on you or killing you or whatever it is. And instantly, you could have order of magnitudes improvement and the structure of your portfolio or your health or whatever it is. Hey, guys, in today's episode, I had the pleasure of sitting down and talking with my good |
| 0:57.0 | buddies and colleagues, Sean O'Malley and Matthew Gutierrez, who are the main drivers of our |
| 1:01.6 | financial newsletter, we study markets. You'll learn what it's been like, writing and creating |
| 1:06.1 | for the newsletter, who their biggest financial influences have been, how they structure their own portfolios, |
| 1:11.8 | what an average day is like for a newsletter writer, and what future plans they have to offer |
| 1:16.3 | more value to our readers. Sean is the chief editor for We Study Markets, and he's been working |
| 1:21.6 | on the newsletter since its inception in July of 2022. He graduated magna Laude from Elon University, where he studied finance and |
| 1:30.3 | entrepreneurship. Matthew is a writer and editor that is reported for the New York Times, the Wall |
| 1:35.4 | Street Journal, and the Washington Post. He graduated from Syracuse University with degrees in |
| 1:40.2 | journalism and finance. These are two super smart guys. I really admire them. |
| 1:45.1 | Crafting and creating a daily newsletter is incredibly difficult. |
| 1:49.8 | And these guys do a fantastic job putting out We Study Markets, |
| 1:53.1 | creating content that is just super applicable and timely and well researched and thoughtful. |
| 1:59.1 | Without further delay, let's dive into today's episode |
| 2:02.4 | with Shano Malley and Matthew Gutierrez |
| 2:05.2 | of our newsletter We Study Markets. |
| 2:11.1 | Celebrating 10 years, |
| 2:12.9 | you are listening to Millennial Investing |
| 2:14.8 | by the Investors Podcast Network. |
| 2:17.3 | Since 2014, we interviewed |
| 2:19.4 | successful entrepreneurs, business leaders, and investors to help educate and inspire the |
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