Wall Street is in the business of generating fees for Wall Street. Period. It’s not in the business of getting good investment results. You have to be separate from Wall Street to do that.
Michael F. Price
Chuck & Michael Talk Investing
The Iron Capital Podcast is now Chuck & Michael Talk Investing (March 2025).
Welcome to Chuck & Michael Talk Investing, a monthly podcast where hosts Chuck Osborne and Michael Smith talk about investing and all things related in a way you can understand. Each episode explores a new topic anchored in current events that demystifies money management and investing for retirement. Chuck and Michael Talk Investing is presented by AssuredPartners Investment Advisors (APIA).
Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out.
Sadly we lost Jimmy Buffett on September 1 last month. Inspired by his life and career, Chuck and Michael discuss risk, and how investment and life share the same lessons. Let’s explore.
Don’t be the next victim of investment fraud: How things really go wrong, and the importance of your investment advisory firm’s structure. Let’s explore.
At the beginning of June, Goldman Sachs research indicated that all of the return for the S&P 500 year-to-date through May was attributed to just seven stocks; the other 493 stocks in the S&P 500 have an average return of zero, nada, zilch. How did this happen? Chuck and Michael explore what’s really going on.
“Are we heading into a recession?” This is the #1 question we get from clients lately. We answer with a question: How is your business? What impact do rising interest rates actually have on the economy? Let’s explore.
Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out. Featuring special guests Arden Huffman and Mary Frost Osborne, both age 13 and seventh-grade students at Atlanta Classical Academy.
~Episode 6: Can We Explain It Simply?
Chuck & Michael Talk Investing
Episode 5: Risk - What Would Jimmy Buffett Do? Lessons for investing and life.
Sadly we lost Jimmy Buffett on September 1 last month. Inspired by his life and career, in this episode Chuck and Michael explore risk, and how investment and life share the same lessons. Let’s explore.
“Risk in investment is not knowing what you are doing.” – Warren Buffett
“They weren’t trying to be safe. They were trying to become competent – and it’s competence that makes people as safe as they can truly be.” – Jordan Peterson
“People – including children – don’t seek to minimize risk. They seek to optimize it.” – Jordan Peterson
“We got to roll with the punches, play all our hunches, make the best of whatever comes your way.” – Jimmy Buffett
Don’t be the next victim of investment fraud: How things really go wrong, and the importance of your investment advisory firm’s structure. Let’s explore.
White paper referenced in this episode: “Worst of Both Worlds? Dual-Registered Investment Advisers,” 11 January 2022, Northeastern University D’Amore-McKim School of Business Research Paper by Associate Professor Nicole M. Boyson
At the beginning of June, Goldman Sachs research indicated that all of the return for the S&P 500 year-to-date through May was attributed to just seven stocks; the other 493 stocks in the S&P 500 have an average return of zero, nada, zilch. How did this happen? Let’s explore.
“Are we heading into a recession?” This is the number-one question we get from clients lately. We answer with a question: How is your business? The answers vary, even inside the same company. However, listen to the financial pundits and you would think that we must have a recession because the Fed has been raising interest rates. What impact do rising interest rates actually have on the economy? Let’s explore.
