エピソード

  • Ep 38 - What We've Learned in the Past Year
    2026/06/22

    "I think a life properly lived is just learn, learn, learn, all the time. And I think Berkshire's gained enormously from these investment decisions by learning through a long, long period." -- Charlie Munger

    This week's episode is a special one. Bob and Nelson discuss some of the most important investing lessons we've learned recently, including the importance of growth, feelings of FOMO as seemingly everyone else embraces the AI bubble, and how some of the most important investing lessons have impacts far away from the portfolio.

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    44 分
  • Ep 37 - Our Fearless Predictions
    2026/06/15

    There is a very good chance we're going to look stupid, but screw it. Predictions are fun!

    In this episode of the pod, Nelson and Bob make all sorts of wild predictions. We opine on whether the stock market will continue to perform, what'll happen with interest rates, which companies will cut dividends, and a few *really* interesting wildcards at the end.


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    37 分
  • Ep 36 - 10 Stocks to Buy and Hold... Forever
    2026/06/08

    So-called "one decision" stocks are fantastic choices for long-term investors. You only need to make one decision -- when to buy -- and the rest takes care of itself.

    But what stocks belong on such a vaunted list?

    Join Bob and Nelson as we go through such stocks in our portfolios, sharing the best of the best in sectors such as Canadian banking, utilities, REITs, and even some U.S. tech. Your portfolio might never look the same again.

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    48 分
  • Ep 35 - Bubbles
    2026/06/01

    This week Bob and Nelson are talking bubbles. More specifically, the AI bubble.

    We talk about how you might want to invest if you worry about a bubble, some other bubbles we remember, and steps you can take to protect yourself if you just can't resist speculating on something frisky.

    And, as a bonus, Nelson goes off on an old-man-yells-at-cloud anti-AI rant that he's been holding inside for a long time.

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    42 分
  • Ep 34 - Living off Dividends: The Good, Bad, and Ugly
    2026/05/25

    Both Bob and Nelson have a simple retirement plan. We want to live off the dividends while the underlying shares continue to go up in value.

    This method has a ton of advantages. It's worked well historically. It's simple. And it comes with much lower taxes than you might first assume.

    But that doesn't mean it's a perfect solution for everyone. This episode we dig deep into the concept and point out not just the positives, but the negatives as well.

    If you plan to retire on just the dividends, you won't want to miss this one.

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    41 分
  • Ep 33 - How To Travel for Cheap
    2026/05/18

    What's the point of retiring early if you're not going to use that extra time to travel?

    This week's episode dives into how Bob and Nelson use travel hacking to save serious money on flights, hotels, and more. Bob shares how he used points to save a ton of money on a recent trip, including ways to accumulate those points quickly in the first place.

    We also look at some of the negatives, including how companies are constantly devaluing points and how it's harder than ever to get the really good deals.

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    44 分
  • Ep 32 - Real Estate Investing
    2026/05/11

    Real estate investing is as old as time itself. You buy a place, rent it out, and pocket the profit after expenses. It's been a solid way to make money.

    But in 2026 we're not sure we agree. In this week's episode Bob and Nelson tackle the topic. Nelson passes on his personal experience (including why he sold his physical properties in 2022), and we weigh on a way to get the same kind of exposure with a fraction of the work.

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    46 分
  • Ep 31 - Mark Seed on Finfluencers
    2026/05/04

    Another week, another guest!

    Mark Seed joins Bob and Nelson on the pod again. This time the subject is finfluencers, folks who might have good intentions but often operate in a grey area outside of regulator control.

    We debate whether finfluencers are a good or bad thing for DYI investors, how to tell if someone is worth listening to, and much more.

    If you're looking for more Mark, check out My Own Advisor.

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    45 分