The Mind Money Spectrum Podcast
Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Mind Money Spectrum Podcast
#42. Investment strategies evolve, but is your portfolio stuck in a foregone era?
In this episode, Trishul and Aaron discuss how investing has evolved over the years. From the notion of partial ownership as an investment to the first stocks, stock exchanges, and stockbrokers to the mutual funds and ETFs of today. They consider how incentives influence behavior and how, in the past, fee structures may have influenced investment professionals to the detriment of the investor. Diversification and asset allocation are paramount when investing, so how do mutual fund and ETF securities help with all this? When looking at managed and pooled investments, what components are vital, and which aspects are just fancy marketing techniques at play?
Episode References
MMS - #2. Buying stocks can be fun, but don't fall into these common traps.
MMS - #41. What does academia have to say about what really works when investing in stocks?
Investing Forever - The world is full of bad drivers
Investing Forever - Luck versus Skill
Investing Forever - Passive is the new aggressive
Investing Forever - Why invest in one thing over another?
Investing Forever - Farewell, Jack
Investing Forever - Efficient Market Hypothesis
Warren Buffett Says That 99% Of Investors Should Not Even Try To Beat The Market
Renaissance Technologies
The World's Biggest Companies in History
Code of Hammurabi
Survivorship Bias
Stockbroker
A Brief History of Investment Companies
A History of Investing
Wellington Fund
Investment Company Act (1940)
Alfred Winslow Jones
Notable Hedge Fund Managers
Warren Buffett, Investment Career
Ruane, Cunniff & Goldfarb
Bausch Health
The Wyatt Earp Effect
The History of Mutual Funds
Mutual Fund History
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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