Financial Father and Son

By: Financial Father and Son
  • Summary

  • In the new social media-driven world we youngsters want everything in the moment. Sadly if you need stuff instantly and spend everything along the way, this is guaranteed to empty your wallet and save nothing for the future. Before that, you need to study, build skills and work to earn the cash in order to buy the things you need or want. What if you could make your money work for you? What if you can use it to build enough wealth to one day let the wealth support your lifestyle and allow you to step off the treadmill? The hosts, a father and his son, explore various ways to achieve financial independence (FI) and mistakes to avoid along the way. Financial father has reached FI and wants to share the journey and his tips and tricks to the audience. This podcast is aimed at people who would like to achieve financial independence by getting rich slowly, being patient and enjoying the journey. If the topics discussed in this podcast were taught in schools we’d have a lot more people out there with financial literacy, financial fitness and financial resilience and probably a lot more happiness.
    Financial Father and Son
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Episodes
  • E23 - Making 1600% return, investing in Chinese companies & why to not chase sexy trends, with David Stevenson
    Apr 6 2021
    In this episode, I am joined by David Stevenson, an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times, where he is a columnist, the Investors Chronicle, Money Management and trade newspaper Investment Week, where he’s the contrarian columnist.  Links David's Twitter: @advinvestor David's website: http://www.adventurousinvestor.com/ Books: https://www.amazon.co.uk/David-Stevenson/e/B001HPPK2U?ref=dbs_a_def_rwt_bibl_vu00_i1 Episode summary: Intro (01:28), How did you get into investing? (04:17), How the youth of today can be real investors? (08:18), Riding your winners, cutting your losses and the importance of rebalancing (14:32), Thoughts on how we should invest in Chinese companies? (17:31), Your 1600% return investment (22:29), Are ESG investments here for the long term? (28:48), What career advice for a recent graduate in the current climate (33:14). Twitter: @FinancialSon Email: financialfatherandson@gmail.com
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    39 mins
  • E22 - Managing a fund, leading a team & being a university student, with Matei Vlad
    Mar 24 2021

    In this episode, I am joined by Matei Vlad, the president of the UCL Investment Society. Some of the topics discussed include:

    • Transitioning to a post-covid university experience
    • Job searching in 2021
    • The UCLIS fund thesis
    • Matei's take on the current market
    • Advice to your first-year self

    Episode summary: Who is Matei? (00:30), The transition as a university student during the C-19 pandemic (01:41), How has your job search changed during the C-19 pandemic? (06:33), UCL Investment Society (10:34), Leadership skills learnt being the president of the UCLIS (12:08), The investment thesis for the UCLIS fund (15:20), Best moments for the UCLIS fund in 2020-21 (19:04), Key pieces of advice a first-year student should take onboard (24:56), Outro (32:50).

    Links

    • Matei's Linkedin: https://www.linkedin.com/in/matei-vlad/?originalSubdomain=uk
    • UCL Investment Society: https://www.linkedin.com/company/uclu-investment-society/

    Twitter: @FinancialSon

    Email: financialfatherandson@gmail.com

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    34 mins
  • E21 - Be ESG Compliant or Get Cancelled
    Mar 15 2021

    In this episode, I discuss what ESG (Environmental, Social and Governance) Investing is and why it is important but can be used for marketing purposes by fund managers.

    Links

    • CNBC ESG Report: https://www.youtube.com/watch?v=OQ1cliM0b0Q
    • Morningstar article: https://www.morningstar.co.uk/IntroPage.aspx?site=uk&backurl=https%3A%2F%2Fwww.morningstar.co.uk%2Fuk%2Fnews%2F204080%2Fbest-and-worst-esg-funds-of-2020-so-far.aspx
    • All-In Podcast: https://www.youtube.com/channel/UCESLZhusAkFfsNsApnjF_Cg

    Episode Summary: Market update and the reason for the recent sell-off (00:41), The history of ESG Investing (05:33), The 3 group of people who drive ESG Investing (12:44), Top-performing ESG funds (17:35).

    Twitter: @FinancialSon

    Email: financialfatherandson@gmail.com

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    23 mins

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