38 - Investment Fundamentals 101

TRAP: The Real Adviser Podcast

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

• Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdown pension complainant, Capital is recruiting, HUM London speaker suggestions please, TRAP Live update
• Meat and Potatoes: Investment Fundamentals 101
• Questions posted by our beloved TRAPists Chris Bowers: https://www.linkedin.com/in/chris-bowers-043190174/
• Culture Corner

Links referred to in the show:

• NL Investment Philosophy: https://www.dropbox.com/scl/fi/ow70abae5od6a52tymvan/V2V-Investment-and-Asset-Allocation-Philosophy-2024.pdf?rlkey=w2yg7mbt3eyoznckdcm1hje3s&dl=0
• AH - Transact price reductions - https://www.transact-online.co.uk/introduction-january-2024/
• AH - Lifestying revisited - FT Podcast - high return to low return - missed returns now capital destruction - https://www.ft.com/content/ab059105-b9f5-4e7e-8896-dbdede87c3af
  https://henrytapper.com/2024/01/27/no-one-cares-as-much-about-your-pension-as-you-do-but-claer-barrett-comes-close
  Lifestyling your way to poverty - Maven Money - https://www.mavenadviser.com/podcast-9/lifestyle-poverty
• CW - Metis Annual Planning Day https://www.linkedin.com/feed/update/urn:li:activity:7153120249381376001/
• NL: Record amount sitting in cash in the US ($6TN): https://apolloacademy.com/6-trillion-on-the-sidelines-in-money-market-funds/
• AH - Financial Planning Week 2024 - Jan 22-28th - https://www.cisi.org/cisiweb2/wayfinder/tips-and-tools
• AS - New HMRC app https://apps.apple.com/gb/app/hmrc/id514561561
• AS/NL: lunatic gambles away pension pot and then runs to Mummy crying: https://www.ftadviser.com/sipp/2024/01/22/pensioner-urges-hargreaves-to-create-safeguards-after-he-gambled-away-sipp/
• AS - Finimize

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