CMQ Investing Presents: Compound Money Quietly

Latest Episodes:

CMQ Live Q&A - Buying the Dip, Ford vs. Tesla, Growth Stocks vs. Value Stocks, Risk, Enron, Investment Checklists & More Sep 29, 2021

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In episode #32 of the CMQ Investing Podcast, we cover the following:

The latest stock market news
Buying the dip
Growth Stocks vs. Value Stocks
Ford vs. Tesla
Risk
Investment Checklists
Howard Marks
Charlie Munger

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Howard Marks - The Most Important Thing (For Investors Who Want to Outperform the Market) Sep 28, 2021

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In episode #31 of the CMQ Investing Podcast, you will learn one of the key concepts from Howard Marks' classic investing book, The Most Important Thing. How do legendary investors like Charlie Munger and Warren Buffett achieve consistently superior investment returns decade after decade? The answer is second-level thinking.

This excerpt from the episode says it best: "Those who consider the investment process simple generally aren't aware of the need for—or even the existence of—second-level thinking. Thus, many people are misled into believing that everyone can be a successful investor. Not everyone can. But the good news is that the prevalence of first-level thinkers increases the returns available to second-level thinkers. To consistently achieve superior investment returns, you must be one of them."

For more investing wisdom:

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CMQ Live Q&A - Is Bitcoin the Greatest Investment Opportunity of a Lifetime? Sep 23, 2021

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In this episode of the CMQ Investing Podcast, you will learn why the idea that Bitcoin is the greatest investment opportunity of a lifetime doesn't agree with reality. This epiphany came about thanks to mastering the big ideas from all the major disciplines (just as Charlie Munger recommends). This audio was recorded during recent Instagram live broadcast we hosted via @CharlieMungerQuotes.

CMQ Live Q&A - Bitcoin, Bubbles, Entrepreneurship, Facebook vs. Apple, Rental Properties & More Sep 20, 2021

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This episode is the audio-only version of a recent live broadcast we hosted via @CharlieMungerQuotes. We cover a range of investing-related topics e.g. Bitcoin, bubbles, entrepreneurship, Facebook vs. Apple, thematic ETFs, Charlie Munger, rental properties, and much more.

CMQ Live Q&A - Buffett & Munger's BYD Bet, NFTs, Favorite Investing Books, Mental Models & More Sep 15, 2021

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This episode of the CMQ Investing podcast is the audio-only version of a recent live broadcast we hosted via @CharlieMungerQuotes. We cover a range of investing-related topics e.g. cryptocurrency, NFTs, mental models, investor psychology, diversification, wealth management fees, and much more.

Investing Lessons From the Dot-Com Crash Sep 08, 2021

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This episode of the CMQ Investing podcast explores the build-up and aftermath of the Dot-Com Stock Market Crash. The following comes from a CNN Money article circa 2000:

"Call it the $1.755 trillion dot.com investing lesson. It's hard to think of a publicly traded Internet company that is not down at least 75 percent from its 52-week high and that hasn't trimmed its expenses or laid off workers. While industry groups have always drifted in and out of favor on Wall Street, it's rare to see an industry evaporate as quickly and completely as Web stocks did...Of the 280 stocks in The Bloomberg Internet Index , 79 are down 90 percent or more from their 52-week high. Another 72 are down 80-89 percent. Only five are down less than 5 percent."

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Why Investors Should Think Twice Before Picking Familiar Stocks Sep 08, 2021

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This episode of the CMQ Investing podcast discusses familiarity bias, the QQQ ETF, attention-grabbing stocks, and much more. For more investing wisdom, subscribe to our newsletter (cmqinvesting.substack.com) and YouTube Channel (/cmqinvesting).

Thematic ETFs - A Ripoff for Retail Investors? Aug 31, 2021

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Thematic ETFs are one of most popular investment vehicles in 2021, but do they make sense for retail investors? In this episode of the CMQ Investing podcast, we explore our hunch that thematic ETFs are a ripoff. For more timeless investing wisdom, subscribe to our newsletter (cmqinvesting.substack.com) and YouTube Channel (CMQinvesting).

Is Your Cash Being Used Against You? Aug 23, 2021

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In this episode of the CMQ Investing podcast, we review the fine print of a wealth management contract. We discover a potentially concerning detail that would be devastating to our long-term returns.

Warren Bufffet's Humiliating Experience at the 2000 Berkshire Hathaway Meeting Aug 18, 2021

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Why was the 2000 Berkshire Hathaway Annual Shareholders Meeting a "worse than humiliating" experience for Warren Buffett? In this episode of the CMQ Investing podcast, we spin up the CMQ Time Machine and take a trip to Omaha, Nebraska in the year 2000, when Buffett and Munger were facing serious backslash for not investing Berkshire Hathaway's cash in high flying dot.com stocks.