The hosts of Common Sense Investing have been helping their clients and listeners make sense of the markets for nearly three decades. Using a conservative, diversified, value oriented approach to investing they strive to make you a better-educated, well-informed investor. With a straight forward, common sense approach, they’ll share their insights on today’s markets, economy and financial planning topics with the belief that is just as important to protect your assets, as it is to grow them. ...
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Investing seems impossible to understand in lay person terms. The whole subject feels as the realm of acronyms and over-complicated buzzwords. Nonetheless we believe there are ways to break it all down to digestible pieces upon which anyone can feel they can make their own decisions. We discuss the world of investing and also crypto in a way you can understand and learn. Here we try to explain things in a simple way, rather than make us sound like geniuses. The information provided in this p ...
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Join us for a candid conversation recorded on a rainy day, touching on everything from Broadway plans to navigating complex financial markets. This episode delves into personal investment strategies, particularly within the crypto space, and examines the broader macro forces shaping the market landscape. A significant part of the conversation cente…
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Shifting Investment Strategies and Market Uncertainty Amidst Trade Tensions
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39:06Join us for a deep dive into the current market landscape. We explore the ongoing uncertainty surrounding US trade policy and tariffs, debating whether they are tools for negotiation or a long-term strategy. We analyze the potential scenarios for trade negotiations and note the lack of concrete progress seen so far. The conversation also covers the…
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The Last Boss: Institutional Money, Bitcoin, and Global Equilibrium Shifts
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31:41This podcast episode discusses the increasing institutional investment in Bitcoin, noting that these large entities have different and much longer timelines for evaluating assets compared to retail investors. It highlights structures and mechanisms being developed to make Bitcoin more palatable for institutions, such as investments in companies hol…
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Navigating Global Uncertainty and AI: Decoding Volatility and Revolutionizing Workflows
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50:56This features a podcast discussion covering market volatility and the impact of tariffs on international trade relationships. The conversation shifts to the increasing role of AI tools in professional tasks, particularly those involving document research and creation. A specific application of Visual Studio Code, modified for AI agent interaction, …
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Tariffs, Trade Wars, and The Future of Bitcoin: Deep Dive
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36:20This podcast excerpt from April 16, 2025, features a conversation between Alex and another person, likely discussing current market concerns, particularly the impact of tariffs imposed by the Trump administration. The discussion covers differing expert opinions on these tariffs, ranging from viewing them as a flawed execution to a deliberate strate…
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Riding the Crypto Waves & Market Moves: Chainlink Insights, Tariff Talk, and the Ripple Rally!
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36:20This podcast excerpt features a conversation discussing market volatility and the potential of blockchain technology. The speakers highlight Chainlink's role in connecting real-world data to blockchains, enabling broader asset tokenization. They then transition to the current macroeconomic environment, focusing on uncertainty caused by potential ta…
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Are We Heading Towards a Recession? Crypto, Tariffs, and Economic Outlook
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41:48Get a grip on the turbulent markets of March 2025! In this insightful episode, They explore the impact of the new administration's policies, particularly tariffs, on market skepticism. The discussion also covers contrasting forces like liquidity injection and the rise of AI technology. A key point of analysis is the unexpected downturn in the crypt…
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Navigating the Market Mania: Volatility, Value, and the Future of Bitcoin
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45:55Tune in to this insightful discussion on the wild market swings and how to leverage them for your investment strategy . Topics: 1. The hosts delve into the crucial distinction between market sentiment and the underlying fundamentals of individual stocks emphasizing how volatility can be a valuable tool to test your investment convictions 2. Discove…
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Grok AI, Bitcoin, and Options Strategies: A Podcast Discussion
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33:30This podcast excerpt features a discussion on leveraging AI, specifically Grok, for financial analysis, emphasizing the importance of prompt engineering to guide AI research effectively. The speakers highlight the value of using Grok's "deep research" function for accessing real-time information, particularly from Twitter (X), while acknowledging t…
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TradFi Meets Crypto: Bridging Traditional Finance and Blockchain
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43:06This podcast excerpt features a conversation about the intersection of traditional finance and the cryptocurrency market. Alex and Gabriel discuss the potential for blockchain technology to improve efficiency in global transactions, and the impact of fiat currency debasement on the crypto market. They explore the role of tokens in the crypto space,…
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Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies
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58:25Decoding Market Moves: AI, Tesla, Crypto, and Risk Management Strategies Description: In this episode, we dive deep into the dynamic world of market trends and investment strategies. Join us as we dissect recent movements in key sectors and explore opportunities for both seasoned and aspiring investors. SMCI & AI Stocks: We analyze the potential of…
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AI, Bonds, and Geopolitics: Navigating a Complex Market Landscape
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43:46This podcast discussion centers on the commoditization of AI, specifically focusing on the increasing accessibility and capabilities of open-source models like DeepSeek, contrasting them with more centralized approaches. The conversation then shifts to a trade idea involving long-term bonds, analyzing market trends and inflation rates to support th…
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AI: DeepSeek, Nvidia, AMD, and Crypto Market Analysis.
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57:01AI, Chips, and Crypto: Navigating the Tech Landscape Description: AI Discussion: This episode dives deep into the rapidly evolving worlds of artificial intelligence, semiconductor technology, and cryptocurrency. We begin with a discussion on Deepseek, a new open-source AI model from China, exploring its capabilities, its impact on the market, and t…
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Decoding the Markets: Liquidity, Inflation and the Future
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47:05Description: In this episode, we dive deep into the complex world of finance with a focus on the interplay between liquidity, inflation, and asset valuation. We explore how the Federal Reserve's actions, particularly its balance sheet and the federal funds rate, impact the markets. This episode provides a comprehensive overview of the current macro…
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On this episode of Common Sense Investing we talk about what we think are the three most significant challenges to the market as we head towards year end. We also give you our thoughts on how you might want to use any volitily to your advantage. 10.03.23저자 XML Financial Group
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On this edition of Common sense Investing we look at the markets for clues on what may happen during the coming quarter. We also dive in and take a closer look at the outlook for the banking sector. 3.30.23저자 XML Financial Group
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On this episode of Common Sense Investing we look at the current challenges facing investors; inflation, interest rates, recession and discuss the near-term prospects for the market. 12.6.22저자 XML Financial Group
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30. Welcome Back. What are we to make of Bitcoin in a Bear Market
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43:08What are we to make of Bitcoin in the middle of a brutal bear market. We discuss: - What has changed and what has not - Bitcoin as a network - Regulatory risks - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or po…
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29. Has Bitcoin Failed as an Inflation Hedge? We discuss: - What has changed in Money Supply growth - Why this current inflation may be both temporary and worrisome - Is it too early to dismiss Bitcoin as a long term inflation hedge - What drives the current market price of Bitcoin We do not provide financial advise in any form. All information is …
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On this episode of Common Sense Investing we go back to the basics and talk about having a personal investment philosophy. We also talk about five things you can do that may help you become a better investor. 4.20.22저자 XML Financial Group
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28. Bitcoin Maxi or other projects ok to look at? We discuss: - Can you use a value approach to analyzing other projects than Bitcoin? - Is it even worth it? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: Strategies for Asses…
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On this episode of Common Sense Investing we talk about an uncertain world and how that should influence the price you pay for stocks. We also talk about Tesla splitting it's stock and Berkshire Hathaway making major investments. 3.30.22저자 XML Financial Group
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27. Bitcoin Use Cases in Ukrainian Conflict. Certainty in an Uncertain World?
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30:20We discuss: - Bitcoin role In the Ukranian conflict - DEFI and NFT´s disruptive nature We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcast we think of as Value add: FYI - For Your Innovation. Big Ideas 2022 with Cathie Wood and Chris Hayes https://podcasts…
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26. Is Bitcoin a strategic Asset worthy of US Reserve status?
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27:57We discuss: - Bitcoin vs. Gold - Why would #Bitcoin be seen as a strategic Reserve asset - How to think Probabilistically as opposed to Deterministically - Why institutions can't ignore even 5% tail events We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…
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On this episode of Common Sense Investing we look at the recent announcements by both Google and Amazon and the possible reasons why they are splitting their stock. 3.16.22저자 XML Financial Group
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25. ¨Why We Are Going Out To Buy Pasta! ¨ We discuss: - Bitcoin in a time of centralized government action, even if morally justified - A time of disequilibrium usually comes with some pain - Could this solve some problems long term? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podc…
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On this episode of Common Sense Investing we review the latest Warren Buffet shareholder letter to what he has to say on investing and the markets. 3.2.22저자 XML Financial Group
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24. ¨Ukraine War, Macro & Bitcoin¨ We discuss: - Multiple uses cases highlighted by the Ukrainian invasion - How to place financial assets and BTC in particular in perspective in times of grave uncertainty We do not provide financial advise in any form. All information is our opinion and for entertainment use. Every Podcast we add a video or podcas…
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On this edition of Common Sense Investing we talk about the divergence between the price of oil and the energy stocks. We also comment on why we think the worst is behind us. 2.16.22저자 XML Financial Group
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23. "Is Diversification Even Valuable For Tech & Crypto?¨
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44:3423. "Is Diversification Even Valuable For Tech & Crypto?¨ We discuss: - Facebook/Meta's recent fall - How to think of Technology when evaluating investments - High Valuation vs. Disruption - What does diversification mean in Tech and Crypto? We do not provide financial advise in any form. All information is our opinion and for entertainment use. Ev…
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On this episode of Common Sense Investing we talk about just how far oil prices can rise from where they are now. We also share some of our ideas on where to invest now. 2.2.22저자 XML Financial Group
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22. DeFi: Infinite Potential vs. Regulatory Crosshairs?
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49:5122. DeFi: Infinite Potential vs. Regulatory Crosshairs? Creating a new financial system based on new software rails is full of potential for new applications, lower costs and mass adoption. Will a regulatory clash stop it? We discuss: - The principles of Decentralized Finance - Regulatory risk across the landscape - Possible scenarios that can play…
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21. Emotions In A Bear Market! Is this time is different?
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51:4821. How to deal with your emotions in a Bear Market We discuss how to think about your investment profile and the ensuing emotions when things get tough. We discuss: - Current Macro environment - Mind check your emotions as another way to look at your portfolio - Good market/Bad market check your expectations - Where to look for comfort - The way f…
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On this edition of Common Sense Investing we finish our Annual Outlook by looking at stocks that we think might do well in the coming year. 1.19.22저자 XML Financial Group
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20. Bitcoin Adoption We discuss how the end state in 2022 of the Government Bond market and the influence of technology in most industries may help the long-term adoption of Bitcoin. We discuss: - Why the Fed had to buy a lot of junk in the Great Financial Crisis - Why quantitative easing is like Candy, hard to quit - How "Pay me in Bitcoin" may be…
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On this episode of Common Sense Investing we kick off 2022 with our Annual Outlook. This week we begin the discussion by focusing on the big picture and give you our predictions for the economy and the markets. 1.5.22저자 XML Financial Group
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Episode 18. Exploring Smart Contracts Much is made of the ad ent of Smart Contract on the Blockchain and how they can revolutionize much of the transactional world. We take a step back and see how this technology could develop/. We discuss: - What is a Smart Contract? - How does it work? - Does it need a Legal/Regulatory framework to Operate? - App…
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On this episode of Common Sense Investing we check in on the stock market and talk about what we expect for the rest of the year. We also talk about the importance of having a sound financial plan for the coming year. 12.22.21저자 XML Financial Group
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18. Exploring the Bear cases for Bitcoin. What can go wrong?
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48:24Episode 18. Exploring the Bear cases for Bitcoin There is a difference between dismissing Crypto and Bitcoin specifically out of hand and exploring the reasons for which these innovations may fail. We explore a number We discuss: Basic objections - Energy Consumption - Lack of Intrinsic Value - Governmental Interference Deeper Objections - How hype…
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Episode 17. Do you think NFT´s are nonsense? You should listen to this!
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43:07Episode 17. Do you think NFT´s are nonsense? You should listen to this. We talk about NFT´s, what they are now, where they can go in the future, how to understand their value and the potential disruption they could create in different industries. We discuss: - What´s an NFT at its most basic - Different chains and markets where they live (Ethereum,…
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On this episode of Common Sense Investing we talk about inflation. Most investors are convinced that the current rise in inflation is temporary but there is an alternative ending that should be considered. 12.1.21저자 XML Financial Group
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Episode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About
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35:34Episode 16. Bitcoin ATH Realized Cap And Two Trades You Should Know About We talk about the news Bitcoin all time high realized Cap and about We discuss: - What Realized Cap on BTC tells us and Volume Weighted Average Price - The carry trade on BTC and the futures market - Why Futures based ETFs are creating an arbitrage opportunity in the Futures …
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Episode 15. Understanding Our Current Macro Economy Environment And Bitcoin´s Role We talk about our current Macro environment. Where are we heading and why it ´s important to understand it. We provide our view of how things are changing and unfolding going into this new decade where Inflation will be playing a major role. We discuss: - Structural …
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On this episode of Common Sense Investing we talk about the recently announced breakup of Johnson and Johnson and what that means to investors. We also discuss how "tapering" works. 11.17.21저자 XML Financial Group
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Episode 14: What is Proof of Work? Why you should know about it
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37:27We are often asked for a super basic, first principles explanation of Proof of Work. We make our best attempt to boil down PoW to its most basic points. We discuss: - What are the basics of Proof Of Work and how to think of it simply - What's a good analogy and how it can be thought at as a game - Some elegant aspects of PoW in the Bitcoin network …
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Episode 13. Hot Miners? Valuing Mining Stocks In this episode we discuss publicly-traded Cryptocurrency mining companies and their trading valuations. We talk about how to value these companies in a standardized industry based on similar metrics. We discuss: - $MARA, $RIOT, $HUT, $BITF primarily - How to think of their growth plans - How to think o…
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On this episode of Common Sense Investing we take a brief look at the market's latest earnings results as well as discuss how to develop a good investor mind set. We also do a brief review of our top 4 holdings. 11.3.21저자 XML Financial Group
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Episode 12: If you had 5 minutes to explain all of Bitcoin......
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31:51We are often asked for a super basic, first principles introductory primer to Bitcoin. We make our best attempt to boil down the role of Bitcoin to its most basic points. We discuss: - Placing Digital currencies into financial history - Why networks are important in all aspects of our lives - Why now? What was needed to make Bitcoin and crypto poss…
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Episode 11 Bitcoin all time high. Where do we go from here?
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30:26Bitcoin All Time High. Where do we go from here? We discuss the recent all-time high for Bitcoin and the possible road forward with institutional adoption. We also discuss: - GBTC, Spot and Futures-based ETFs and their differences - Bitcoin Mining - Possible outcomes with Spot ETF approval We do not provide financial advise in any form. All informa…
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On this episode of Common Sense Investing we start thinking about the end of the year. We look at the Roth versus the Traditional IRA, Charitable giving and tax selling. We also talk about some of our favorite stocks. 10.20.21저자 XML Financial Group
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