MI Rewind: Studying Financial History w/ Ken Winans

<p>Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist.</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><p>00:00 - Intro</p><p>06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment.</p><p>14:34 - Ken’s approach to constructing a portfolio for his clients.</p><p>32:20 - Why January is often an indicator of how the market will perform throughout the year.</p><p>39:05 - Ken’s thoughts on holding bonds in the current market environment.</p><p>44:15 - Whether TIPS are a wise investment instead of bonds.</p><p>59:01 - The biggest mistakes Ken sees in the clients he has worked with.</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out Ken’s <a href="https://www.wiadviser.com/" rel="noopener noreferrer" target="_blank"><strong>website</strong></a>.</li><li>Check out Ken’s articles on <a href="https://www.forbes.com/sites/kennethwinans/?sh=681b8e0f54c7" rel="noopener noreferrer" target="_blank"><strong>Forbes</strong></a>.</li><li>Check out Ken’s <a href="https://amzn.to/3nu73pt" rel="noopener noreferrer" target="_blank"><strong>books</strong></a>.</li><li>Benjamin Graham’s book <a href="https://www.amazon.com/gp/product/0060555661?ie=UTF8&amp;linkCode=ll1&amp;tag=millenniali0e-20&amp;linkId=c0767efae8c783714f2348d5171faa22&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>The Intelligent Investor</strong></a>.</li><li>Robert Edwards’ book <a href="https://amzn.to/3ND2qUH" rel="noopener noreferrer" target="_blank"><strong>Technical Analysis of Stock Trends</strong></a>.</li><li>Related episode: Listen to <a href="https://link.chtbl.com/MI115" rel="noopener noreferrer" target="_blank"><strong>MI115: Young In