How to Invest in the "Core" of AI, Crypto, and Real Estate in 2026 with Dan Daly

How to Invest in the "Core" of AI, Crypto, and Real Estate in 2026 with Dan Daly

Author: By Andrew Sather, Stephen Morris, and Evan Raidt | Stock Market Guide to Buying Stocks February 26, 2026 Duration: 49:10
Want to get our best investing ideas each month? Join the Value Spotlight newsletter here: ⁠https://einvestingforbeginners.com/value-spotlight-newsletter/⁠ Are you maximizing the equity in your assets, or is your wealth just sitting "under the mattress" losing value to inflation? In this episode, Andrew is joined by entrepreneur Dan Daly to discuss his journey from evaluating stocks in the Wall Street Journal to launching a massive private equity fund in Europe. Dan unpacks his "observational investing" thesis. He also breaks down his "lightbulb" moment with real estate. We discuss: The concept of observational investing and owning the "core of the onion" for major economic trends. Why the massive power demands of AI data centers make nuclear energy and uranium a foundational investment. Leveraging home equity tax-free to acquire cash-flowing real estate assets rather than holding dead equity. The advantages of buying short-term rentals in high-tourism European. How the Portugal Golden Visa. Timestamps 01:13 - The childhood paper route lesson. 03:51 - Finding investment ideas by observing daily life. 05:48 - The "core of the onion" investing philosophy. 07:26 - Why the electric grid can't handle data centers. 16:04 - Looking at crypto platforms as the new toll roads for the financial system. 21:00 - The "Rich Dad Poor Dad" lightbulb moment. 22:40 - Pulling tax-free equity from a primary residence to buy three European properties. 27:32 - Why Dan chose Portugal over crowded US markets for short-term rentals. 34:28 - Launching a $25 million private equity fund for boutique hotels in Portugal. 34:48 - Breaking down the 5-year process of securing a Portugal Golden Visa. Resources Mentioned The Value Spotlight Newsletter: ⁠https://einvestingforbeginners.com/value-spotlight-newsletter⁠/ Dan's Real Estate Fund: ⁠https://globalipllc.com/⁠ Daniel Daly on LinkedIn: ⁠https://www.linkedin.com/in/daniel-daly1/⁠ Have questions or want your story featured? Email the show at ⁠newsletter@einvestingforbeginners.com⁠ or comment below. Your feedback shapes the podcast! Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.⁠ ⁠⁠⁠⁠⁠https://www.shopify.com/beginners⁠⁠⁠⁠ Download the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Plynk app⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today to start building your investing confidence:⁠ ⁠⁠⁠⁠https://plynkinvest.app.link/IFB⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠auraframes.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ and use promo code BEGINNERS at checkout to get $35 off⁠ ⁠⁠⁠⁠⁠https://auraframes.com/⁠⁠⁠⁠ Get your free quote and see how much you could save at⁠ ⁠⁠⁠⁠⁠⁠⁠⁠SelectQuote.com/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in how your company sponsor the show? Reach us at  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equity@einvestingforbeginners.com⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SUBSCRIBE TO THE SHOW⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Navigating the stock market can feel like deciphering a foreign language, but it doesn't have to. The Investing for Beginners Podcast-Your Path to Financial Freedom, hosted by Andrew Sather, Stephen Morris, and Evan Raidt, exists to translate that complexity into clear, actionable understanding. This isn't about get-rich-quick schemes; it's a practical guide built on foundational principles. Each episode breaks down how successful, long-term strategies actually work, focusing on core approaches like value investing and dividend growth investing. You'll also hear how elements of growth investing and trend following can fit into a thoughtful plan. The hosts delve into the psychological side of the market, discussing how to recognize and potentially benefit from the emotional swings that drive prices, rather than being driven by them. Tuning into this podcast provides a structured education in buying stocks with confidence, moving from uncertainty to a place where you can make your own informed decisions. It’s a steady resource for anyone building their financial literacy from the ground up, aiming to turn the intimidating world of investing into a manageable part of their journey toward greater independence.
Author: Language: English Episodes: 100

The Investing for Beginners Podcast - Your Path to Financial Freedom
Podcast Episodes
Stock Market Nerd’s Guide to Investing [not-audio_url] [/not-audio_url]

Duration: 1:01:29
In this episode of the Investing for Beginners Podcast, Brad Freeman from Stock Market Nerd joins the discussion to provide his insights on various investment strategies and the importance of understanding financial stat…
Some of the Biggest "Lightbulb Moments" of Our Investing Journey [not-audio_url] [/not-audio_url]

Duration: 41:05
In this episode of the pod, Andrew and Dave discuss pivotal 'light bulb moments' from their investment journeys. They explore essential insights including company growth's impact on valuation, the importance of understan…
AAR22 - Renting vs. Owning: No Easy Answer [not-audio_url] [/not-audio_url]

Duration: 48:09
You can find Evan’s home buying calculator at einvestingforbeginners.com/home. In this episode, Evan Raidt and Dave Ahern tackle the classic debate of renting vs. owning a home. They break down the numbers behind home af…
Financials Demystified: Understanding Current Assets for Beginners [not-audio_url] [/not-audio_url]

Duration: 41:08
Welcome to the Investing for Beginners podcast! In this episode of 'Financials Demystified,' we dive into the world of current assets, focusing primarily on current assets and their importance in investment strategies. L…
Investing in Yourself: Skills, Mindsets, and Tools for Stock Pickers [not-audio_url] [/not-audio_url]

Duration: 48:37
In this episode, Andrew and Dave dive into the crucial yet often overlooked investment of self-improvement. The discussion covers various topics, including the significant ROI of investing in your own skills, the importa…
AAR21 - 5 Ratios to Understand Your Financial Situation [not-audio_url] [/not-audio_url]

Duration: 51:23
You can find Evan's custom home buying spreadsheet by going to ⁠⁠⁠⁠http://Einvestingforbeginners.com/homebuying In this episode, Evan Raidt and returning guest Dave Ahern dive deep into essential financial ratios crucial…
The Truth Behind the Most Famous Slogans on Wall Street [not-audio_url] [/not-audio_url]

Duration: 41:11
In this episode of the podcast, Andrew and Dave dive into the truth behind some of Wall Street's most famous slogans. They discuss the deeper meanings and practical implications of slogans like 'Greed is good,' 'Buy low,…
AAR20 - New Job? How to Handle Finances During a Job Change [not-audio_url] [/not-audio_url]

Duration: 37:56
You can find Evan's custom home buying spreadsheet by going to ⁠⁠⁠http://Einvestingforbeginners.com/homebuying In this episode, host Evan Raidt is joined by Andrew Sather to offer practical advice on managing finances du…
Financials Demystified: Everything Outside EBIT [not-audio_url] [/not-audio_url]

Duration: 39:36
In this episode, Andrew and Dave dive deep into understanding the income statement beyond EBIT. They discuss the importance of taxes, the lifecycle of companies and its impact on financials, and Warren Buffet's insights…