When Concentrated Stock Creates Concentrated Risk

From “don’t buy at all-time highs” to “successful investing requires predicting what happens next,” Peter and Charlie debunk 10 of the biggest myths in investing. Plus, find out where to watch or listen to Peter’s newest podcast, Icons and Ideas.

With the SpaceX IPO putting concentrated wealth in the spotlight, Charlie and Creative Planning Chief Investment Strategist Ramesh Poola discuss how concentrated stock positions develop, why they can create significant risk and strategies investors can consider to diversify while managing tax implications.

Peter and Charlie discuss what’s driving expectations for higher interest rates, what rate hikes could mean for investors, and how markets performed over the past decade before sharing what each sees as the biggest risk facing investors today.

With the United States’ national debt now topping $40 trillion, Peter and Charlie discuss how we got here, whether we can grow our way out of it, what an actual debt crisis would look like and more. Plus, get their take on whether a U.S. debt crisis is a signal or just noise.

From saving early to investing in your health, Peter and Charlie share 10 practical tips for building wealth and working toward long-term financial success. Plus, discover where you can see Peter and Charlie live at a regional CONNECT26 event.

An April 2021 Twitter exchange between Peter Mallouk and Mark Cuban resulted in two $1,000,000 bets. Peter and Charlie discuss how the bets came about, how things are going and what investors can learn from them.

With signs of frenzied speculation everywhere, Peter and Charlie discuss SpaceX’s recent IPO, abnormally high semiconductor index returns and the danger of chasing performance before explaining why heavily equity-based diversified portfolios have enjoyed outsized performance over the last decade.

From why companies are staying private longer to whether most IPOs live up to the hype, Peter and Charlie answer four key questions to help guide how you think about investing in IPOs. 

You’ve likely heard that gold is an inflation hedge. Peter and Charlie unpack that narrative and the nuanced reality behind the metal's role in a portfolio.

From why you should own the haystack to why you shouldn’t fear new market highs, Peter and Charlie discuss five key lessons from Peter’s recently re-released book, Money, Simplified.