What Tech Revolutions Mean for Your Portfolio

06/20/19 • 65 min

This week, Extreme Value Editor Dan Ferris discusses Facebook’s new cryptocurrency, Libra, Elon Musk potentially leaving Twitter, and what the Federal Reserve’s decision to keep rates steady means going forward. Our guest Rod Collins discusses how to make sure a tech revolution doesn’t undo your own portfolio.

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How to Value a Business

In this week’s episode, Extreme Value Editor Dan Ferris shares the two key concepts investors need to master to value a business, and why the most famous metric is, to him, totally meaningless. We also chat about Beyond Meat’s spectacular rise, and possible fall... and discuss a fear-mongering article from Bloomberg about the “fear gauge.” Fielder Capital Group CEO Frank Byrd stops by to share his fascinating story of major investing success, inspired by Warren Buffett.

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The Universal Laws of Success

What if we were in the midst of a gold rally, and no one was talking about it? Now that gold is up 7-8% over the last few months, Dan sheds light on why the uptick is so unreported, going largely unmentioned by mainstream media like The Wall Street Journal and Financial Times.

Dan thinks the answer lies in the aftermath of the Federal Reserve’s latest meeting, and the dovish interpretation that prevailed.

Clearly, the Fed is now thinking about supporting asset prices, now that their stated objectives of reaching full employment have already been met. Of course, that has some inevitable consequences. “If you screw with the market this long, the market says, “Uncle, Uncle!” And you gotta have some gold.”