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BiggerPockets Money

How to Use AI to Improve Your Finances and Reach FI Faster

2026年9月18日70h

This episode of BiggerPockets Money is entirely about using AI as a tool to stress-test and draft personal financial plans, not about specific investments. The hosts, Mindy Jensen and Scott Trench, walk through prompts, iteration, and verification practices for AI-assisted financial planning. No stock, ETF, or other tradable asset is recommended or discussed with an actionable investment view, aside from a passing mention of model names and a prior guest.

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BiggerPockets Money

Is Coast FI Riskier Than Traditional FI?

2026年9月16日118h

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BiggerPockets Money

Aswath Damodaran: Why AI Needs $10 Trillion in Revenue to Work

2026年9月15日138h

ポジション · 7

• 17:15NVDA回避Sold his entire NVIDIA stake, saying it's an awesome company but 'priced as the greatest company ever,' which makes it a bad investment. — Aswath Damodaran+5.3% エピソード以降
  このトレードの理由

  “I think NVIDIA is an awesome company, but it's being priced as the greatest company ever. And to me, that's not a good investment.” — Aswath Damodaran

  1. Damodaran says NVDA is being priced as the greatest company ever and he sold all of it from late 2023 through recently.
  2. He still calls it an awesome company but the valuation leaves no margin of safety, so he exited despite the huge gain.
  3. Resulting stance: avoid/trim NVIDIA at current prices rather than hold.
• 16:30TSLA回避Sold all Tesla right after the election because the company became a political as well as business play, which he doesn't want to own. — Aswath Damodaran+2.3% エピソード以降
  このトレードの理由

  “I sold Tesla right after the election because I don't like to own companies that become political as well as business plays.” — Aswath Damodaran

  1. Damodaran says politics is now part of the Tesla story for better or worse.
  2. He states he doesn't feel comfortable owning companies that become political as well as business plays.
  3. He sold his entire position and no longer holds Tesla.
• 40:42SSPXロングFor most investors, especially his children, Damodaran increasingly favors index funds (with S&P 500 as the largest holding) over single-stock AI bets given winner/loser uncertainty. — Aswath Damodaran+1.1% エピソード以降
  このトレードの理由

  “I have the S and P 500, and it's going to be usually the largest of the holdings” — Aswath Damodaran

  1. He says he's moving his children's money into index funds because individual stocks require day-to-day oversight they won't do.
  2. He keeps the S&P 500 as usually the largest holding but blends small-cap, emerging-market and other indexes.
  3. He argues uncertainty about AI winners strengthens rather than weakens the case for passive investing.
• 20:51BYDロングDamodaran likes BYD as a company and has standing limit-buy orders well below market, to be triggered if it drops 30-50% amid bad news. — Aswath Damodaran+2.8% エピソード以降
  このトレードの理由

  “The three of the stocks that that I used to that I track are BYD, Palantir, and MercadoLibre, three companies that I like for very different reasons.” — Aswath Damodaran

  1. He says BYD is one of three companies he tracks and likes for very different reasons.
  2. He valued it and placed non-expiring limit buys far below the current price because it looked overpriced.
  3. The plan is to buy mechanically when a big drawdown creates an emotional-buying scenario.
• 21:03PLTRロングHe likes Palantir as a company but considers it overpriced, with standing limit-buy orders far below today's price. — Aswath Damodaran+4.2% エピソード以降
  このトレードの理由

  “The three of the stocks that that I used to that I track are BYD, Palantir, and MercadoLibre, three companies that I like for very different reasons. But when I first looked at them, they were all overpriced.” — Aswath Damodaran

  1. Damodaran names Palantir as one of three companies he tracks and likes.
  2. He valued it, found it overpriced, and put in limit buys well below current levels with no expiration.
  3. This is a conditional buy-on-drawdown stance, not a buy-at-market call.
• 21:03MELIロングHe likes MercadoLibre as a business but views it as overpriced, holding limit-buy orders below market for a drawdown entry. — Aswath Damodaran-5.3% エピソード以降
  このトレードの理由

  “The three of the stocks that that I used to that I track are BYD, Palantir, and MercadoLibre, three companies that I like for very different reasons. But when I first looked at them, they were all overpriced.” — Aswath Damodaran

  1. Damodaran names MercadoLibre as one of three companies he tracks and likes.
  2. He valued it and judged it overpriced, so he set non-expiring limit buys below today's price.
  3. This is a watchlist/conditional-buy view triggered only on a large price decline.
• 24:58Treasury billsロングFor those near retirement or needing to de-risk, Damodaran suggests parking money in 6-month Treasury bills yielding close to 4-5.5% rather than staying in AI-heavy stocks. — Aswath Damodaran–
  このトレードの理由

  “you can invest in treasury bills directly. Put in a six month bill, you're gonna get close to 4%.” — Aswath Damodaran

  1. Damodaran says if you're two years from retirement, 'get your money out of stocks then' and put it into bonds yielding ~5.5%.
  2. For tax-protected accounts, he suggests a 6-month treasury bill yielding close to 4% while doing homework.
  3. He cautions cash gets 'sticky' so investors should keep looking for opportunities while parked in T-bills.

アイデア · 8

• 17:34GOOGL回避As one of the remaining Magnificent Seven he holds, Alphabet is viewed as fairly or overvalued and at risk of AI capital write-offs hitting shareholders. — Aswath Damodaran+1.7% エピソード以降
  このトレードの理由

  “If I look at the remaining five, my guess is all five are either fairly valued or overvalued by a little bit.” — Aswath Damodaran

  1. Damodaran says the five max-seven companies he still owns are all either fairly valued or overvalued by a little bit.
  2. He notes Alphabet/Meta shareholders bear the losses if the AI factory is written down, funded from advertising cash that could have gone to dividends/buybacks.
  3. He won't sell yet due to 25-30% tax-driven sell thresholds, but would shed them if they get overvalued enough.
• 9:55META回避Meta is among the fairly-to-overvalued Magnificent Seven he still holds, with AI write-down risk falling on shareholders rather than debt holders. — Aswath Damodaran+2.4% エピソード以降
  このトレードの理由

  “In the case of Meta and Alphabet, it'll be their shareholders who will lose because the money from the advertising business that could have been used for dividends and buybacks was instead funded in the business.” — Aswath Damodaran

  1. Damodaran says his remaining five max-seven holdings are fairly or slightly overvalued.
  2. He argues Meta's advertising cash flows funding AI capex mean shareholders absorb losses from AI write-offs.
  3. He continues to hold but would sell if overvaluation reaches his 25-30% tax-adjusted threshold.
• 10:20CRWV回避If the AI factory must be written down, CoreWeave's heavy debt makes it the messiest, most systemically risky player in the complex. — Aswath Damodaran+0.3% エピソード以降
  このトレードの理由

  “With CoreWeave, it gets messier. The reason it gets messier is if the factory has to be written down, CoreWeave has enough debt that you worry about not being able to make debt payments.” — Aswath Damodaran

  1. Damodaran says with CoreWeave it gets messier because the company has enough debt to worry about missed debt payments.
  2. Unlike Alphabet/Meta, a write-down there spreads pain beyond shareholders to the broader system.
  3. He singles it out as far more exposed than companies with profitable side businesses.
• 7:07ANTHROPICロングAnthropic is called out as one of the companies making the most money from actual AI products and services via subscriptions and usage, though its run rate is only ~$70B. — Aswath Damodaran0.0% エピソード以降
  このトレードの理由

  “the company that probably makes the most money from AI product and services right now is perhaps Anthropic with OpenAI” — Aswath Damodaran

  1. Damodaran says the company making the most money from AI products/services is perhaps Anthropic with OpenAI, through subscriptions and usage.
  2. He notes Anthropic's annualized run rate is only about $70B within the ~$250B collective AI product revenue.
  3. This is a commentary/observation, not a buy recommendation, but frames it as a product-revenue leader.
• 7:07OPENAIロングOpenAI is described as one of the leaders in actually monetizing AI products/services via subscriptions, though private and uninvestable today. — Aswath Damodaran+5.8% エピソード以降
  このトレードの理由

  “the company that probably makes the most money from AI product and services right now is perhaps Anthropic with OpenAI” — Aswath Damodaran

  1. Damodaran lists OpenAI alongside Anthropic as arguably the biggest actual AI product/service revenue earners.
  2. He characterizes their money as coming from selling subscriptions and usage of AI products.
  3. Still a private company, so this is descriptive rather than an actionable buy.
• 14:23RSPロングDamodaran says moving from a cap-weighted to an equal-weight index is a reasonable 'sleep test' course correction for investors overexposed to the mega-cap AI complex. — Aswath Damodaran–
  このトレードの理由

  “as an equally weighted versus evaluated, can live with as a choice you make because you feel too exposed.” — Aswath Damodaran

  1. He says he can live with equal-weight vs cap-weight as a choice for those feeling too exposed to the AI-heavy S&P 500.
  2. He frames it as a mild course shift that helps investors pass the 'sleep test' rather than a full exit from stocks.
  3. Resulting trade: tilt toward equal-weight exposure versus concentrated cap-weighted S&P exposure.
• 46:26AAPLロングApple may be an individual name still investable because it didn't join the AI capex boom, needing only ~5% annual revenue growth to justify its market cap. — Aswath Damodaran+1.3% エピソード以降
  このトレードの理由

  “I'll take one company that makes Apple. The breakeven revenues you need to justify the market cap today are not that much higher. It's like 5% a year growth.” — Aswath Damodaran

  1. Damodaran says Apple's breakeven revenue need to justify today's market cap is only about 5% growth a year.
  2. That's because Apple did not participate in the huge AI CapEx boom, so it's insulated from the 'factory' write-down risk.
  3. He frames it as an example of picking individual names even while the AI space collectively looks overpriced.
• 17:34MSFTロングMicrosoft is one of the remaining Magnificent Seven he still holds, but he views it as fairly-to-overvalued with zero near-term free cash flow due to OpenAI-related CapEx. — Aswath Damodaran-0.9% エピソード以降
  このトレードの理由

  “If I look at the remaining five, my guess is all five are either fairly valued or overvalued by a little bit.” — Aswath Damodaran

  1. Damodaran says the five max-seven stocks he still owns are fairly or slightly overvalued, which includes Microsoft.
  2. He notes Microsoft's bookings from OpenAI will be collected unless OpenAI can't pay, tying its AI revenue to a circular ecosystem.
  3. He continues to hold but would trim if overvaluation reaches his sell threshold.

BiggerPockets Money

How She Built a $1 Million Net Worth and Quit Her Job Before 35

2026年9月11日234h

This episode is a personal-finance case study of real estate agent Alex Praziosi, who quit her W-2 job, built a $1.076M net worth by 32, is closing on a second rental property, and is applying for Coast FIRE. The hosts give no stock, ETF, or ticker-level investment calls; the only asset-level views are on residential real estate (her North Jersey house hack and a new three-family long-term hold) and general commentary that the housing market has slowed and could soften further if rates rise.

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BiggerPockets Money

How to Buy a Franchise: What You Need to Know Before Investing

2026年9月8日305h

Host Scott Trench discusses buying franchises as an investment path to financial freedom, with guest Alex Smirznak of Franzee. They discuss putting $150,000 down to acquire a franchise and potential returns of 33% IRR. Alex gives strong positive views on home mobility/senior care franchises, but these are private businesses, not listed stocks, so no direct stock calls are made.

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BiggerPockets Money

How to Buy a Franchise: What You Need to Know Before Investing

2026年9月8日310h

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BiggerPockets Money

Both Own Liquor Stores. One Makes $300K. The Other Makes $2.1M. What Went Wrong?

2026年9月4日401h

This episode compares two liquor store owners: Ashley Kerr's struggling store and Tim Delaney's profitable one. Key takeaways include the importance of hands-on involvement, proper checks and balances to prevent employee theft and fraud, and building systems like SOPs and customer feedback loops. Tim's success features a focus on bourbon programs and private label products to boost margins. However, no specific stock or ETF calls are made; the conversation focuses on private business operations and strategies.

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BiggerPockets Money

Both Own Liquor Stores. One Makes $300K. The Other Makes $2.5M. What Went Wrong?

2026年9月4日406h

This episode of the BiggerPockets Money Podcast compares two liquor store owners: Ashley Kerr, who started North Collins Wine and Liquor from scratch in a tiny rural New York town and nearly lost it, and Tim Delaney, who bought an established store and grew sales to roughly $2.1-2.5 million. There are no stock, ETF, or other tradable asset calls in the episode — it is a small-business operations discussion focused on management, inventory, and margins, with no investment views on listed securities or private companies from a market perspective.

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BiggerPockets Money

The Brutal Cost of $50M in Real Estate by Age 31

2026年9月1日473h

Nick Morales discusses building a $50M real estate portfolio by age 31 using other people's money, sweat equity, and scaling operations. He emphasizes the hardships, including negative cash flow for years, working multiple jobs, and his physical presence in the field. The key actionable insight is his strategy of buying distressed assets at deep discounts, renovating, and refinancing with fixed-rate HUD loans to lock in long-term value, contrasting with syndicators who rely on fees and floating debt.

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BiggerPockets Money

The Brutal Cost of $50M in Real Estate by Age 31

2026年9月1日473h

Nick Morales shares his journey to a $50M real estate portfolio by age 31, highlighting the massive personal cost: living in a bunk bed in South Carolina, working multiple jobs, and years of stress. He emphasizes that his success came from buying undervalued assets, using fixed-rate HUD loans, and having a fee-less platform aligned with investors. The episode offers a candid look at the less glamorous side of real estate syndication and the importance of operator presence and alignment.

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