TIP266: David Stein - Key Questions & Answers to Master Investing (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 27 October 2019

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, you'll learn:

How to construct the optimal portfolio
How to determine the expected return, upside, and downside of an asset class
If you should ever be 100% invested in stocks?
Why you should consider owning more than a dozen asset classes.
Ask The Investors: How should I rebalance my portfolio?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

David Stein’s book, Money For the Rest of Us – Read reviews of this book
David Stein’s Podcast, Money for the Rest of Us
Sign up to the TIP live event in Los Angeles with Stig and David by emailing [email protected]
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting
Download your free audio book at Audible.
Find the best job candidate at Ziprecruiter.
Increase the efficiency of your web team with Pantheon.
Be prepared for the unexpected with AirMedCare Network.
Move your business to the cloud with Netsuite.
Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.

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Transcript

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0:00.0	you're listening to TIP.
0:30.0	For the Delay, here's our interview with David Steen.
0:33.0	You are listening to THE Investors Podcast.
0:38.8	Where we study the financial markets and read the books that influence self-made billionaires
0:43.2	the most.
0:44.2	We keep you informed and prepared for the unexpected.
0:56.6	Welcome to THE Investors Podcast.
0:58.4	I'm your host, Stig Brodison, and as always, I'm here with my co-host Preston Pish.
1:03.4	We have David Steen from Money from the Rest of Us with us here today.
1:07.2	David, welcome to the show.
1:09.1	Thank you, it's great to be here.
1:10.8	Fantastic to have you here, David.
1:12.4	The framework of our conversation today is how to build the optimal portfolio for us as
1:16.9	investors.
1:17.9	Before we go into details, let's zoom out here for a moment.
1:21.4	David, could you talk to us high level about your thought process of building the portfolio
1:26.1	that matches both our financial goals but also our individual personalities?
1:30.8	Sure.
1:31.8	Certainly, my background, I spent 17 years as an institutional money manager working
1:37.1	with very high net worth individuals as well as mostly with endowments and foundations.
1:41.9	I approach investing like a portfolio manager.
1:44.9	What a portfolio manager does is they allocate their money among different asset categories.
	...

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