Wealth Independence Podcast
The Wealth Independence Podcast guides high-income tech professionals through proven strategies for building passive income and achieving true financial independence.
Hosts Dustin Bailey and Adam Penn share battle-tested frameworks, real-world case studies, and hard-won lessons from their years of experience in private markets and alternative investments. Each week, they break down complex investment concepts, analyze current market trends, and interview successful investors and industry experts.
Through a freedom-first approach that emphasizes passive income, smart diversification, and thorough due diligence, learn how to shorten your learning curve and avoid common pitfalls on their path to financial independence.
Whether you're looking to understand private placements, real estate fundamentals, or alternative investment opportunities, Wealth Independence delivers actionable insights that help busy professionals make informed investment decisions.
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Wealth Independence Podcast
v1.43 - Don’t Let Bad Deals Kill Your Investment Strategy
Dustin and Adam tackle a critical topic many passive investors face: recovering from investment losses and knowing when to get back in the market.
After reaching out to investors about a new investment opportunity, Adam noticed a pattern: roughly 10% responded that they’d lost money in multiple deals and were writing off entire investment categories as a result.
The discussion covers why this reaction, while understandable, often prevents investors from capitalizing on current opportunities, and explores the importance of learning from losses rather than letting them sideline you completely, particularly as market cycles shift.
While both Dustin and Adam have been seeing more quality deals in the last 6-9 months than in the previous few years, they examine why now may be an opportune time to deploy capital…but only with proper position sizing and due diligence.
Key topics include: recognizing where we are in market cycles, the danger of over-allocating during peak times, position sizing strategies (limiting any single deal to a percentage of net worth), and how to analyze what went wrong in failed investments
Watch episode on YouTube: https://www.youtube.com/watch?v=7oGIsyiNSuo
See all Wealth Independence episodes at https://www.wealthindependencepod.com
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This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.
