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Ray
Nov 18, 2021
smart entertaining podcast wish for more frequent shows.
Episode | Date |
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Government Saves The Day? Ep. #170
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"The Capitalist Investor" Squad discusses this week's episode, which includes the markets, Trump, China, Russia, and a new tax code changes in California. Timestamps 0:00:00 Episode 4: Markets, Trump, China, Russia, and the Mansion Tax 0:01:48 Heading: Market Rally and Bank Bailouts: A Conversation with Warren Buffett 0:03:41 Discussion on the Impact of Government Intervention on Regional Banks and the Banking Sector 0:06:42 Discussion on the Impact of Interest Rates on the Economy 0:11:28 Heading: Discussion on the Impact of Interest Rate Changes on the Stock Market 0:12:43 Heading: Analysis of the Fed's Pivot and the Impact of the Banking System Collapse on the Technology Sector 0:14:22 Heading: Discussion of Potential Economic and Political Consequences of Interest Rate Hikes and ESG Investment Strategies 0:19:32 Heading: Analysis of China's Role in the Russia-Ukraine Conflict 0:21:23 Heading: Discussion of China's Strategic Move in Taiwan and the Possibility of Nuclear War 0:24:13 "Muscle Cars: A Discussion on the Dodge Challenger Demon SRT 170" 0:27:04 "Real Estate Tax Scheme in California: A Discussion on Million Dollar Listing Los Angeles" |
Mar 23, 2023 |
Silicon Valley Bank Blowup & Your Money! Ep. #169
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This week's episode of The Capitalist Investor features the three amigos discussing the recent collapse of Silicon Valley Bank. The Federal Government had to intervene as the bank had a high concentration of large depositors, many of which were tech companies. Unlike other banks, SVB had a very high concentration of a single area of focus, like Venture Capital This differs from other banks that are more accustomed to having deposits of firms and consumers with different backgrounds and professions. Topic: Silicon Valley Bank Collapse and the Federal Reserve's Intervention 0:02:23 Impact of Rising Interest Rates on SVB's Investment Strategy 0:04:45 Analysis of Silicon Valley Bank's Risk Hedging Practices and Implications for the Banking Sector 0:06:44 Discussion on the Complexity of the Banking System and the Rise of Cryptocurrency 0:08:32 Discussion on Silicon Valley Bank's Risk Management Practices and Impact on Woke Culture 0:13:49 Analysis of the Impact of Regulatory Rollbacks on the US Economy 0:15:45 Analysis of the Impact of the Financial Crisis on the Banking and Investment Industries 0:18:50 Heading: Balancing Act: The Impact of Inflation on Middle Class America 0:22:07 Conversation on Capitalism and the American Dream 0:23:31 Discussion on Global Economic Crisis and Debt to GDP Levels 0:26:10 "Exploring the Financial Risks of the End of the World and the Tech Sector" |
Mar 16, 2023 |
Inflation Cause and Effect, Debt Ceiling, and Social Security Reform, Ep.#168
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This week on The Capitalist Investor, wealth advisor Dave Abate was invited to discuss current news and events related to the economy. He shared his perspective as an adviser and a planner, offering insight into how the current economic climate could affect clients. Dave discussed the testimony of JP Powell and the fallout from it, the debt ceiling and Social Security being directly related to the talk. Tony the Tiger was also present to offer insight and humor. Dave discussed the continuing rate hikes, saying that a pivot is not likely anytime soon and that it'll have to be a quick one when it does happen. "JP Powell's Testimony and the Impact on the Economy: A Discussion with Wealth Advisor Dave Abate" 0:02:32 Analysis of the Impact of Rising Interest Rates on the Mortgage Industry 0:04:29 Heading: Impact of the Housing Market on Affordability and the Mortgage Industry 0:08:43 Discussion on the Potential Impact of Rising Interest Rates on the Economy 0:10:56 Discussion on the Potential Impact of the US Debt Ceiling Crisis 0:13:06 Discussion on US Treasury Bond Market and US Defense Spending 0:16:19 Discussion on the US Debt Ceiling, Inflation, and Social Security Reform 0:18:15 Heading: Exploring Solutions to Social Security Challenges 0:21:38 Discussion of Potential Solutions to Social Security Funding Challenges 0:25:14 Heading: Exploring the Possibility of "Bare Minimum Mondays" 0:27:39 Heading: Exploring the Impact of Quiet Quitting and Working Smarter, Not Harder 0:32:35 Conversation on Paranormal Experiences |
Mar 09, 2023 |
Stock Buybacks, Consumer Confidence Fading & Pete Buttigieg's G5, Ep. #167
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Welcome back! The boys are back in town! All three amigos are back at it this week discussing Consumer Confidence being weak & earnings expectations being guided lower for many companies. Many people are citing that consumers are strong, but are they really that strong? What's going on with Pete Buttigeg's excessive or not-excessive use of private plane travel? All of this & more during this week’s “The Capitalist Investor”. Consumer Confidence & Earnings Is the consumer strong or weak? This is one of the hottest & most debated topics right now around the economy & stock market. At the end of the day, whether or not consumers are strong or not, consumer confidence is not high at all. Consumer’s are feeling the heat, whether they are strong or not. When you take a look at earnings, some sectors seem to be keeping forward guidance elevated and some sectors seem to be lowering guidance. What’s interesting is that those discretionary sectors that should be taking a hit in a downturn seem to be keeping earnings expectations high, while those sectors that shouldn’t be greatly impacted in a downturn are actually lowering guidance. What does this tell you about the overall consumer? The three amigos discuss this and more. Stock Buybacks There’s been a lot of news surrounding stock buybacks and the woke crowd seems to be running with it. There’s people going around saying stock buybacks only benefiting the stock owners and the insiders of a company, all while the employees get screwed and don’t get to see any of that money. At the end of the day, a company has an obligation to all stakeholders in a company all the way from the shareholders, the debt holders, & the employees. It’s really a fine balancing act. But the people who are against stock buybacks don’t really understand stock buybacks. Stock buybacks are essentially a replication of capitalism, since all they do is return money to shareholders for the shareholders individually to decide where that capital should go next? Should that capital stay in the company? Should that capital go towards a new investment? Will that capital be spent and flow through the economy? What a lot of people don’t really understand either is majority of middle-class America rely on pensions & 401(k)’s for their retirement, all of which benefit from stock buybacks and returning capital to the shareholder. Pete Buttigieg’s G5 Pete Buttigieg seems to be cancelled this week. After reports that out of the past 18 flights he has taken, it has been through a private charter & has cost American taxpayers of $40,000. If you breakdown the math, that’s over $2,000 per flight. But is that really excessive and is Pete really traveling alone when he goes private? At the end of the day, people seem to be complaining about anything and everything and Mayor Pete is in the spotlight right now after showing up to East Palestine 3-weeks into the disaster. This is debated by the capitalist investor team. |
Mar 02, 2023 |
Retail Earnings Miss & Gambling Recession, Ep. #166
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Welcome back! The boys are back in town! All three amigos are back at it this week discussing disappointing earnings within retail & record-breaking retail volume coming into equities. What is causing this record breaking volume and does it say something else about the consumer? What’s cancelled this week? All of this & more during this week’s “The Capitalist Investor”. Retail Earnings Miss Retail earnings were say.. underwhelming. There was high-expectations in Q4 that were supposed to highlight the strength of the consumer, but really earnings just highlighted the potential weakness. At the end of the day, stocks like Walmart are seeing a shop-down effect with even higher income earners now trying to find bargains at Walmart. People are focusing on groceries more than discretionary spending, which is the lowest margin business many retailers operate in. What’s in store for the retail sector and what’s in store for the average consumer as we head through 2023? Gambling Recession There’s evidence that a lot of retail money is flowing back into equities, but the surface level might not tell the full story. A lot of investors are buying options on equities that expire that same day, meaning they are taking on a ton of risk. Really, many investors are gambling at this point. If you look to Draftking’s earnings, they were a lot hotter than expected as well. The Capitalist Investor team discusses dark pools and the mentality a lot of Americans are facing in these uncertain and hard-strapped times. Could the equity volume coming in from retail investors really just be a big gambling face-off to try and make a quick buck? Possibly. Artificial Intelligence Okay… we really can’t cancel AI or Artificial Intelligence. But a lot of weird things are happening with AI now, with Microsoft’s “Bing” saying some really weird things to it’s users. What is the cutoff and when is the line drawn with Artificial Intelligence? Is the world becoming too efficient? The Capitalist Investor team discusses their thoughts around AI, and maybe even some flat earth talk. Yes.. you need to watch the episode to find out. |
Feb 23, 2023 |
Stock Market Disconnects & Hot Inflation, Ep. #165
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This week on The Capitalist Investor, Luke and Tony discussed what is broken in the economy, stock market, and personal ways of thinking. They also discussed the hotter-than-expected Consumer Price Index (CPI), which the markets rejoiced about, and Luke's conspiracy theory about the CPI he found on Twitter. "Exploring What's Broken: A Discussion on CPI, Market Rejoicing, and Conspiracy Theories" 0:01:52 Heading: CPI Report Reveals Inflation is Still Accelerating 0:03:48 Analysis of Rising Inflation and Its Impact on the Market 0:07:22 Heading: Analysis of S&P 500 Predictions in Unprecedented Times 0:08:55 Heading: Risk Management and Market Outlook Discussion 0:12:50 Heading: Investing Strategies: Managing Risk and Overweighting Sectors 0:16:58 Heading: Active Stock Picking in the Current Environment 0:18:33 Heading: Discussion of Possible Conspiracy Theory Regarding Biden's Petroleum Reserve Tap and Inflation 0:20:59 Heading: Environmental Pollution in Martins Ferry, Ohio 0:22:42 Heading: Impact of Chemical Spill in Ohio River on Half of America 0:25:04 Impact of Contamination on Economic and Psychological Well-Being: Examining the High River Incident and Electric Vehicle Safety 0:26:58 "Exploring the Impact of Electric Vehicle Fires on the Golf Course Industry" |
Feb 16, 2023 |
Biden's State of the Union & "Disinflation", Ep. #164
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Welcome back! The Capitalist Investor squad discusses what happened during the POTUS state of the union address, earnings so far in the stock market, & new words that Jay Powell has invented during his interviews. What do you need to know this week to keep up with the economy, the markets, and your money? |
Feb 09, 2023 |
ESG Madness, Social Security, & Hot Small Business Jobs, Ep. #163
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Feb 02, 2023 |
Aliens! Earnings! Taxes! Oh my! Ep. #162
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Welcome back! The Capitalist Investor squad discusses all the news surrounding recent earnings reports, tax season coming up, behavioral changes in a recession, and Justin Bieber selling the rights to his songs for 200M. You need to tune in until the last minutes on this week’s episode because the squad erupts in all kinds of different conversations around aliens & the doomsday clock reaching 90 minutes until midnight. What does all of this craziness mean for the future and you!? |
Jan 26, 2023 |
Davos 2023, Labor Hoarding, & Jeffrey Gundlach the Bond Market King, Ep. #161
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Welcome back! The Capitalist Investor squad discusses all the news surrounding the biggest minds on Wall Street & Politics at Davos 2023. What are CEO’s saying around the world? What is Labor Hoarding? Jeffrey Gundlach had a great interview on Fox Business last week. What’s the biggest takeaways from the bond king himself? Why are we debating gas stoves & electric stoves? All of this is discussed & more this week on The Capitalist Investor. |
Jan 19, 2023 |
Income Taxes Cancelled? Bank Earnings Preview, Ep. #160
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The Capitalist Investor crew discusses inflation & the Fed, the latest updates on the job market unemployment and tech layoffs, and a couple of canceled topics including taxes being possibly cancelled! Who likes taxes!? Most people do not, because the government isn’t very good at spending our money. With Republicans taking a house majority in Congress, there are already bills being levied to do away with income taxes & tax the consumption side of the equation. Even though it is almost impossible legislation like this could make it all the way through, it’s important to discuss the economical impact this could have on Americans & businesses. On top of that, sports betting just became legalized in Ohio. Right after midnight on January 1st, Bernie Kosar, a long-time Browns celebrity & radio celebrity lost his job after betting $19,000 on the Browns to beat the Steelers. Apparently, he didn’t know it went against his contract to bet on sports. Timestamps 0:00:00 The Capitalist Investor: Inflation in the Fed, the latest updates 0:01:56 The Federal Reserve's Inflation Target: Is There a Pivot? 0:03:21 The Federal Reserve's Inflation Target: Is 2% Achievable? 0:08:26 Inflation: A Year-Long Topic of Conversation 0:09:51 The Impact of Tech Layoffs on the Overall Economy 0:11:14 Banking Earnings in the Age of Inflation 0:14:26 Canceled: Bernie Kosar Bets $19,000 on Browns to Beat Steelers 0:19:35 Canceled: Income Taxes 0:20:51 Making up the 15% in Taxes 0:24:41 The Impact of a Simplified Tax Code on Investments |
Jan 12, 2023 |
Tax Code Changes You Need To Know & AI Taking Over, Ep. #159
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The tax code changes that are going into effect in 2023 are going to have a big impact on the markets. Businesses are going to be affected the most, and it could not have come at a worse time. The team talks about how these changes are going to affect businesses and the market as a whole. The Inflation Reduction Act might actually work on businesses, but reducing demand through the middle-class isn't a good thing. Businesses may be worse off due to changes in capital expensing, R&D expensing, and interest expensing. The new tax code will disincentivize businesses from growing, and this will cost consumers jobs at a time when the Federal Reserve's interest rates are crushing demand. All of this will impact the economy, the markets, and you're wealth, which is why you need to pay attention to fiscal policy. The new tax plan essentially is making the government bigger through more tax revenue, which is causing the government to pick the winners & losers through the re-distribution of wealth. |
Jan 05, 2023 |
Holiday Special: Bulls vs. Bears In 2023, Ep. #158
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Welcome to the Holiday Special where the team discusses the bull and bear cases for 2023. They debate whether or not things will go well or not and also talk about the good and bad things that could happen in the new year. Will 2023 be just as crazy as 2022? Or will things finally calm down in 2023? 0:00:03 The Bull and Bear Case for 2023 0:02:56 The Bull Case for the S&P 500 in 2023 0:04:45 The Economy in 2023: A Look Ahead 0:08:26 The S&P 500 and the Market's Reaction to COVID-19 0:10:02 The Bear Case for the Stock Market 0:12:52 The Fed's Impact on the Stock Market 0:20:21 Bond Market Outlook for 2023 0:22:53 Bonds, Commodities, and ETFs: A Year in Review 0:25:10 The Impact of Interest Rates on Commodities 0:26:16 The Bull and Bear Cases for Gold and Energy in 2023 0:28:28 Oil Prices and the Global Market 0:30:15 The Impact of Oil on the Global Economy 0:31:55 Crypto Market Regulation: The Pendulum Swings from One Side to the Other 0:36:04 The Future of Cryptocurrency: Bearish in 2023 0:38:20 The Future of Crypto: A Roundtable Discussion 0:40:54 The opinions expressed in the podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any investment, legal, financial, or tax strategy. |
Dec 22, 2022 |
Powell's Last Comments of 2022, the State of the Housing Market, and Tesla's Share Price Comeuppance
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The CPI read for 7.1% was a little below estimates, but the market still reacted positively. The Fed is expected to make a decision soon, and home sales will be a big topic for 2023. Sam Bankman-Fried was arrested before he was supposed to testify on Capital Hill. The heading should be in title case and no more than six words. CPI Read for the Week 0:02:21 The Impact of the Federal Reserve on the Stock Market 0:03:45 The Federal Reserve's Next Move 0:07:36 Home Sales in 2023: Will Prices Continue to Decline? 0:09:17 The Impact of Rising Home Prices and Mortgage Rates 0:12:36 The Real Estate Market in 2023: A Slow Burn Down 0:14:27 Tesla Stock Tumbles Amidst Controversy Surrounding Elon Musk 0:18:12 Tesla's Stock Price Drop and the Cancel Culture 0:19:59 Canceling Dr. Carson |
Dec 15, 2022 |
The One Where They Discuss Alternative Investments: Oil, Real Estate, and Private Equity...and Cocaine Bear.
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The Producers Price index (PPI) is a measure of inflation for manufacturers. It is coming out this week and is expected to be high. How high (or low) it reads, could move the markets. The PPI is the best way to explain how much it costs manufacturers to make things. Timestamps 0:00:07 The Capitalist Investor: PPI, Georgia Runoff Election, and Real Estate Funds 0:02:06 Inflation in the United States 0:03:39 Oil Prices and the Economy: A Conversation 0:06:20 The Impact of China's Economy on Global Markets 0:07:51 The Impact of the Georgia Runoff Elections on the Stock Market 0:09:42 Blackstone Private Placements and the Coronavirus 0:11:26 The Impact of Rising Interest Rates on Real Estate 0:14:56 Bereaved Properties and the Real Estate Market 0:16:49 The Impact of Legalized Gambling on the Casino Industry 0:18:15 The Discovery Channel's Shark Week is under fire for its lack of diversity and overrepresentation of men named Mike. 0:20:45 Cocaine Bear and Shark Week: A Conversation |
Dec 08, 2022 |
Record Holiday Sales & Impact On Your Portfolio, China Zero-Covid Policy , Ep. #155
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Despite warning signs, Black Friday and Cyber Monday sales still break records. The Market This Week: A Look at Black Friday and Earnings Season 0:03:31 The Impact of Economic Indicators on the Federal Reserve's Decision-making 0:05:28 The Impact of the Resilient Consumer on Businesses 0:07:29 The Impact of Black Friday and Cyber Monday on the Economy 0:10:20 The Impact of Economic Uncertainty on the Stock Market 0:12:34 The Impact of High Consumer Debt on the Economy 0:13:58 The Impact of the Railroad Strikes on the Stock Market 0:15:27 The Impact of a Potential Railroad Strike on the U.S. Economy 0:23:38 The Impact of China Lockdowns on the Stock Market 0:25:15 Apple and Twitter's Feud Could Impact the Stock Market 0:28:56 Apple and Tesla's Feud: Why Elon Musk is Picking a Fight |
Dec 01, 2022 |
Santa Claus Is (Isn't) Coming To Town & Iger Back At Disney, Ep. #154
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Welcome back to this week's episode of The Capitalist Investor! The group discusses Diamond Hands D's recent vacation, during which time the crypto market collapsed. On top of the crypto collapse, a recent statistic shows that personal savings in the US has decreased from $2 trillion to $600 billion in the last year. This could be due to increased spending, and that could lead to increased personal debt in the future. The Santa Claus rally may not be real or long-lasting, due to the high levels of credit card debt among Americans. There is currently 16.5 Trillion dollars in household debt and over 31 Trillion dollars in government debt. Has the Santa Claus rally already happened this year? Is the Santa Claus rally going to be able to hold? What’s going to happen over at Disney with Bob Iger coming back as CEO? All of this and more is discussed in this week’s “The Capitalist Investor”. 0:04:19 The Santa Claus Rally: What to Expect 0:09:18 The Impact of Cryptocurrency on the Stock Market 0:10:54 The Impact of Bitcoin Mining on the Crypto Market 0:17:38 The Walt Disney Company's Plans to Leave Florida? 0:22:53 The Impact of Wokeness on Disney's Business Model 0:25:26 The Future of Disney Under Bob Iger 0:28:14 The Scammy Business of Ticketmaster: A Conversation 0:29:54 Celebrities and Ticketmaster: A Scam? 0:33:09 The Impact of Live Nation's Monopoly on the Music Industry |
Nov 22, 2022 |
Trump Announces 2024 Campaign, Crypto Contagion & The FTX Blow Up, Ep. #153
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What's going on with the recent crypto meltdown and specifically the FTX exchange? The traditional banking system works in a similar way, lending out assets to make money for themselves. What is to blame? The banks? The exchanges? Regulation? Or is this a culprit of low-interest rates and the changes in behavioral finance? The Crypto Meltdown: What Really Happened - 0:01:45 The FTX Cryptocurrency Exchange Scandal - 0:03:34 FTX Exchange Under Fire After Client Money Goes Missing - 0:07:17 The FTX hack and its implications for the cryptocurrency industry - 0:08:39 The Aftermath of the Largest Ponzi Scheme in History: The Bernard Madoff Scandal - 0:10:08 The Decentralized Finance Community's Relationship with Regulation - 0:13:32 Inflation: The Good, The Bad, and The Ugly - 0:19:13 The Impact of PPI on the Economy - 0:22:35 The Federal Reserve's Impact on Inflation and the Market - 0:25:19 |
Nov 16, 2022 |
Mid-Term Red Wave Turned Into Pink Puddle, Ep. #152
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Well.. the Mid-Term Red Wave wasn't really the Red Wave that many people expected. But the big question and observation is forecasting what this means for 2024 and your money. Does this shed some light into the future? What will be the impact on the economy & stock market? Also, we just head of major layoffs by big technology companies. What does that mean for unemployment as we head into 2023? And of course.. you can't forget about what's cancelled this week. ● [01:34] Mid-Term Red Wave Turned into Pink Puddle ● [19:43] Big Tech Layoffs ● [30:45] Cancelled! Kathy Griffin & COVID |
Nov 10, 2022 |
There Isn't a Blue Check Next to Biden's Tax Plan for Oil, Ep. #151
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1. Twitter is introducing a subscription model for verified users |
Nov 03, 2022 |
California's Taxes Go Even Higher & China's Smackdown, Ep. #150
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Taxes & More Taxes! After Mid-Term elections, California's tax rate might go even higher. And that's on top of the crazy rates they already pay. Here in Ohio, they actually are lowering taxes 1% down closer to 4%. In California, state tax rates will be almost 4x that of Ohio. What does that mean going forward for the state? All of this happening alongside news that China's leader Xi is serving a 3rd term, which begs the question of more government intervention into their companies. Is that a risk to the United States and the U.S. economy? This week's cancelled segment is all about cancelling the cancelled! All of this and more on this week's "The Capitalist Investor" podcast. ● [02:09] California's Taxes Go Even Higher ● [12:39] China's Smackdown ● [24:55] Cancelling the Cancelled! Worker's Fired Over Vaccines Hired Back & Paid Backpay |
Oct 27, 2022 |
Mid-Term Red Wave & Impact on Stock Market.. Yeezy Buying Parler, Ep. #149
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Mark is back! And we are Rocking & Rolling this week talking about mid-term elections right around the corner. What are the odds of a red sweep in November? How will mid-terms impact the stock market and your investments? On top of all of that, Kanye West announced his acquisition of the social media app “Parler”. How will that turn out as an investment and for society? And of course, this week’s cancelled segment is important for your taste buds. ● [02:59] Mid-Term Elections & Impact on Markets ● [13:50] Kanye West Acquires Parler ● [19:07] Cancelled! Snow Crab Legs |
Oct 20, 2022 |
Jamie Dimon Rings The Recession Bell & Rail Unions Reject Government Deal, Ep. #148
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Jamie Dimon is now ringing the recession bell suggesting that the economy will be in a recession within 9 months. This comes the same day that President Biden suggests that we have nothing to worry about in regards to the economy and if we do have a recession, it will very light and very small. What will actually happen? How deep will a recession be? All of this is discussed on top of news that some rail unions rejected the government package that gave a 24% raise to rail-road workers. What kind of precedent does this set? What's happening over in Europe with pension funds? On the cancelled list this week, the Kansas City Chiefs are at the top of the list. All of this is discussed and more on this weeks "The Capitalist Investor" podcast. ● [02:14] Jamie Dimon Calls for a Recession in 6-9 Months ● [21:51] Rail Unions Rejects Government Deal ● [27:12] Bank of England - Gives Pension Funds 3-Days to Re-Balance |
Oct 13, 2022 |
Just Another Bear Market Bounce? Or Is This Something More? Ep. #147
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The past couple of months have been pretty crazy.. at first, we rallied almost 15% from the June lows, only to break through and create a new low. We ended up making the 52-week low on September 30th. The past couple of days have seen a 5% historical rally between just two days. Those kinds of rally’s usually happen during times of uncertainty if you look to the past. Is this just another bear market rally that will crash and burn? Or is this the beginning of something new and potentially a sustainable rally? Elon Musk is closing in on the Twitter deal at the full price of $54.20. All of this and more during this week’s “The Capitalist Investor”. ● [01:41] Just Another Bear Market Bounce? Or Something More? ● [12:22] Elon Musk Closing in on Twitter Deal ● [17:53] Cancelled – Atlanta Braves |
Oct 06, 2022 |
The Broken Mentality Among Many People Regarding Work, Ep. #146
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MARK TEPPER IS BACK!!
Connect with Derek Gabrielsen
Connect with Tony Zabiegala
Send your questions and comments to us at info@SWPConnect.com
|
Sep 29, 2022 |
Dangerous Credit Card Debt & Billions of Losses Because of Inflation, Ep. #145
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Credit Card debt is rising at the biggest quarterly increases in history. How long can debt continue to fuel the economy and when will the American consumer finally pull back their spending habits? The big question is whether demand will come down naturally or in limbo with the Federal Reserve hiking interest rates. With inflation rising, it’s not just hurting consumers, it’s also hurting businesses with their input prices rising. What does that mean for the economy & stock market? All of this & more is discussed in this week’s “The Capitalist Investor” podcast episode. ● [04:18] Dangerous Credit Card Debt ● [14:17] Ford Expecting Another $1B in Costs Because of Inflation ● [22:46] Cancelled – Employees & Electric Carts |
Sep 22, 2022 |
Market Mismanaged Expectations & National Debt Approaches $31T, Ep. #144
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It’s important to think about the past sometimes before you can think about the future. And the past couple of years, fiscal policy and monetary policy has been nothing but accommodating. But when you’re overly accommodating, that usually comes with repercussions down the road. And we are dealing with one of those repercussions now through inflation. While President Biden took a victory lap this week by cherry picking numbers, the majority of Americans are still getting crushed through ramped inflation which came in much higher than expected. The market dropped almost 5% because of mismanaged expectations all while we are approaching $31 Trillion of debt here in the United States. What does this mean for the overall economy & stock market? Will the recent rail-road strikes have an impact on the economy? All of this is covered in this week's "The Capitalist Investor" episode. Outline of This Episode: ● [2:23] Stock Market Mismanaged Expectations ● [15:01] National Debt Approaching $31T ● [21:56] Cancelled – Railroad Strike Causes Concern |
Sep 15, 2022 |
Time To Re-Test The Lows? Europe Energy Crisis Trickling To America, Ep. #143
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The market has a lot of reasons that it could go lower. Does that actually mean that it will re-test the lows that we saw in June? If so, what is that going to look like and how quickly will that happen? One of the major topics in today's world is the energy crisis & stagflation environment we are seeing over in Europe. Is the energy crisis going to impact America? What about other geo-political events that could influence the direction of the American economy & the stock market? In this week's episode of The Capitalist Investor, we also take a look at Jason Aldean getting cancelled, since someone or something seems to be getting cancelled every week! ● [06:05] Energy Crisis in Europe - Coming to America? ● [12:46] Jason Aldean - Cancelled |
Sep 08, 2022 |
Stock Market Becoming More Rational & Biden's Rally Was An Epic Fail, Ep. #142
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For a very long time, good news seems to be bad news & bad news seems to good news. The market has been irrational digesting traditional econmic information. Over the past week, the market has become a lot more rational in it's thinking. What do we mean by that? On top of that, we haven't seen Joe Biden for a few weeks while he had COVID. After his rally, there were a couple key takeaways that Americans did not miss, and the crowd seemed not to miss either. What did Joe Biden say that threanted essentially half of America? Last week we covered student loans, and after a week of digesting this news, a lot of people are asking how much it's going to cost and how we are going to pay for it. The answer from the Biden Administration is, "No matter how much it costs, it is paid for." They don't even know how much it will cost in the end. All of this is covered in this week's "The Capitalist Investor" episode. ● [2:29] Stock Market Becoming More Rational ● [09:27] Biden Rally - Epic Fail ● [17:11] Studen Loan Handouts Are "Paid For" |
Sep 01, 2022 |
Jackson Hole In One - Federal Reserve Pivot or Pause? Student Loans Cancelled, Ep. #141
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Every week the guys come in prepared and ready with their takes on the latest news, politics and trends – but this time around it’s all about returning to their roots and talking about the markets. In Episode #141 of “The Capitalist Investor,” Luke and Tony dive into the Fed’s Jackson Hole trip and what will happen if Powell decides to be hawkish or dovish. The guys also analyze behavioral finance trends taking place in their everyday lives and debate Biden’s latest student loan debt policy. This episode’s focus may be on returning to the root, but the guys are prepared to pivot, pause, hear each other’s takes, and yours. Outline of This Episode: ● [1:20] The course for Jackson Hole ● [2:30] A hawkish Powell or… ● [6:55] A dovish Powell ● [9:35] Behind the scenes of behavioral finance ● [12:15] Canceled this week: student loans |
Aug 25, 2022 |
The Electric Vehicle Agenda Backfires and Cancel Culture Becomes Weekly News, Ep. #140
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It’s called the Inflation Reduction Act but as we expected, it’s name hasn’t held up. Shortly before passing the legislation, electric vehicle companies announced they would be increasing their costs – stripping the act’s intention and the $7500 EV tax break it included. On this week’s episode of “The Capitalist Investor,” Derek, Tony, and Luke talk about the nightmares that come when one rushes a process and cuts corners: EV agendas, tax breaks, and government spending. Episode #140 also includes a new special segment to reflect the state of today’s society, “You’re Outta Here.” Outline of This Episode: ● [2:20] Supply chain nightmares came true ● [5:20] Unfolding the EV tax credit ● [7:40] Reenvisioning the tax system ● [12:50] Introducing “You’re Outta Here” |
Aug 18, 2022 |
IRS Is Coming After You, Productivity Lowest Ever, Trump Mar-A-Lago, Ep. #139
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It's been a crazy week. Honestly, it's been a crazy month and ultimately, a crazy year. In Episode #139 Derek, Tony, and Luke discuss current events that pertain to your money, your life, and your investments. Part of the "Inflation Reduction Act" was $80 Billion dollars to increase the size of the IRS. Are they going after the billionaires or are they going after mainstreet America? What's the problem with government spending and how does it compare to the past? Productivity numbers in the United States came in the lowest ever. What does that mean for companies trying to grow and the unemployment rate? All you hear in the news right now is the FBI raid on Trump's Mar-A-Lago residence. How will that impact Trump running in 2024? Find out all of these questions and more on this week's "The Capitalist Investor". Outline of This Episode: ● [1:10] IRS Hiring Over 80k Employees ● [10:28] U.S. Productivity Posts Biggest Drop Ever ● [15:50] Trump Mar-A-Lago Residence Raided |
Aug 11, 2022 |
Economic Warfare In Taiwan, Biden Lied About Raising Taxes, Ep. #138
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Headlines are reading all over the map lately and this week’s episode of “The Capitalist Investor,” sifts through them. In Episode #138 Derek, Tony, and Luke touch on the usual topics: taxes, inflation, recessions, and employment. But after Nancy Pelosi’s visit to Taiwan, new issues have arised and the threat of economic warfare is looming. What’s happening today domestically and internationally is something people will reflect on years down the road, but the guys aim to address it all now. Outline of This Episode: ● [1:45] Reactionary Acts and Bills ● [7:35] Pelosi’s visit to Taiwan ● [12:40] Global trade warnings |
Aug 04, 2022 |
What the Heck is a Recession... White House Changes Definition, Ep. #137
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Do you believe in coincidences? How attached are you to textbook definitions? This week, Derek, Luke, and Tony talk about politicians and corporations buying time – or perhaps pitching lies. As we approach the second quarter GDP reading, the White House quickly adjusted the concrete definition of a recession to soften the administration’s blow, meanwhile companies are holding back a bit of the blunt truth on their earnings calls. The guys also touch a bit on the latest insider trading hint in the House of Representatives and Nancy Pelosi’s husband’s stock buying game. Episode #137 of “The Capitalist Investor,” is about calling out the nonsense unfolding from those we should all hold accountable. Outline of This Episode: ● [2:00] Recession; defined as… ● [10:50] Earning season visions ● [16:35] Insider trading on Capitol Hill |
Jul 27, 2022 |
Bank Earnings Paints The Picture For the Economy, Ep. #136
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The banks aren’t providing the best guidance right now as we inch towards a recession. Simply put: they’re concerned, cutting buybacks a bit, hunkering down, and building up a war chest in case we repeat 2008. In Episode #136 of “The Capitalist Investor,” Tony and Derek spend time naming key recession indicators and how everything ties together – even employment, although lately it’s been raising some questions. Wherever you get your news, there’s so much to pay attention to these days but this week is all about anticipating slowdowns before the big headlines come. Outline of This Episode: ● [2:30] Colossal, complex questions ● [3:00] The beginnings in the job market ● [6:35] Homebuilding rate indicator ● [7:50] Where the pieces connect: the Fed ● [13:55] The banks’ picture ● [16:20] LIV News and Crypto |
Jul 21, 2022 |
Strong Dollar & What It Means For You, Ep. #135
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While we may be experiencing some tough times here in the states, the European economy is taking some harder hits. For the first time since 2002, the value of the euro is about equal to the U.S. dollar again – a sign of a shrinking European economy and a surging American dollar. This week, Derek and Tony discuss some of the good news going around: a strong U.S. dollar, cheaper imports, and a much needed decrease in gas prices. But with good news follows some bad news. In this week’s episode of “The Capitalist Investor,” the narrative changes – it’s no longer about a looming recession, but coming to terms with the fact that it’s now here. Just how long and deep will it last though? Outline of This Episode: ● [1:25] Strong U.S. dollar vs. strong U.S. economy ● [5:50] Gas prices are finally dropping… BUT ● [9:35] People’s spending is corroding ● [12:10] Some lighter news: our British Open favorites |
Jul 14, 2022 |
Student Loan Forgiveness, Inverted Yield Curve, & Red States Winning, Ep. #134
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Nothing these days is normal –– gas prices, food costs, inflation, and inverted yield curves are all onto worrisome paths. This week on “The Capitalist Investor,” Derek, Tony, and Luke talk about extremes and the warning signs the economy is giving off. While people are still spending, there’s still some panic going around. But when will the mass panic ignite? Will it be in the next month? Will it come in November with the midterm elections? In Episode #134 the guys focus on what’s happening around us and although facing such unpredictable times, aim to predict the economy’s future. Outline of This Episode: ● [2:30] Biden’s student loan policies are bad attempts to buy votes ● [15:00] The *third* inverted yield curve as another warning ● [22:10] Red states’ economies are winning post-pandemic |
Jul 06, 2022 |
Nuclear Airplanes & Explosive Prices for 4th of July, Ep. #133
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Inflation is hitting all over the globe right now, but American’s will really feel it where it hurts the most: on the Fourth of July. Cookouts, fireworks, and the typical Independence Day festivities will all cost a little bit more this year. So, what does being an educated consumer look like? Is now the right time to start buying into speculative stocks? Would a giant flying sky hotel be a mistake, or a marvel? In Episode #133 of “The Capitalist Investor,” Derek, Luke, and Tony shed some light on a few recent flares that popped up in the news this week. Outline of This Episode: ● [2:45] Cathie Wood’s flagship fund ● [8:55] Microsoft missed out, Zoom won ● [11:50] The hotel in the sky ● [17:15] Inflation cookouts on Independence Day |
Jun 30, 2022 |
The Economics of Football, Ep. #132
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It’s more than touchdowns, football is a business just like everything else. In Episode #132 of “The Capitalist Investor,” Derek, Luke, and Tony discuss a local debate here in Cleveland –– the chances of a new billion-dollar Browns stadium. Fan or not: this week’s episode focuses on the economics behind football stadiums, public tax funding, local infrastructure, and city revenue generation. It’s not just about Cleveland, it’s any city with a major team looking to generate more revenue and amplify infrastructure. But when it comes to billion-dollar stadium projects, who’s going to fund it? Outline of This Episode: ● [2:05] Resurfacing the stadium debate ● [3:30] Economically… What will a dome bring? ● [12:50] It’s not just Cleveland… It’s every city ● [16:20] The business of NFL players today |
Jun 23, 2022 |
Cash Flow Is More Important Than Ever... with Gordon Stein, Ep. #131
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Right now it might seem impossible to free up your cash flow but it doesn’t have to be that difficult –– just follow a simple recipe. In Episode #131 of “The Capitalist Investor,” Derek and Luke are joined by Gordon Stein, the author of “Cashflow Cookbook” to discuss how defenseless consumers feel against today’s economy and what tools we can all use to build back our financial freedom. There’s no shortage of cooking puns in this week’s episode as Stein joins the guys to explain the way a bill gets broiled and how the average person can free up their money. Outline of This Episode: ● [2:05] Gordon Stein and the “Cashflow Cookbook” ● [5:40] The tech industry: then and now ● [12:10] Cooking puns and personal finances ● [19:00] Acknowledging debt ● [22:50] Finding financial freedom again |
Jun 16, 2022 |
LIV Golf Tour Competes with PGA Tour, Ep. #130
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Money talks and this week we’re talking golf. There’s been a lot of rumblings over the last couple years from PGA Tour players and how they make their money. When the opportunity to join a new league, make more capital, and earn a stable income appeared for many of these golfers, it’s not shocking that some of them took it, despite the consequences. In Episode #130 of “The Capitalist Investor,” Mark, Derek, and Luke go off script and break down the battle between LIV Golf Tour and the PGA Tour. Outline of This Episode: ● [1:00] Poaching players from the PGA ● [3:50] Prize cuts aren’t cutting it ● [7:45] Big dollars and capitalism at its finest ● [13:40] Ego moves to money moves |
Jun 09, 2022 |
Work In The Office or Get Replaced by Robots... Your Choice! Ep. #129
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Where are you most productive –– at home or in the office? As the labor market tightens, businesses are scrambling to raise productivity rates; many of them are calling for employees to ditch their makeshift work from home setups and go back to the office. On this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony discuss Elon Musk’s latest remarks about employee productivity and working from home. The guys also review Salesforce’s latest earnings, how they reflect the labor environment, and the decisions businesses are making. Episode #129 is all about productivity –– it introduces the possibility that if you don’t do your job, someday a robot could be programmed to do it for you. Outline of This Episode: ● [1:50] Elon Musk says 40 hours in the office, or else ● [7:35] Salesforce earnings reflect an efficiency demand ● [14:15] Robot sales skyrocket as productivity tightens |
Jun 02, 2022 |
Snapchat Snapped The Market, What Does That Tell You? Ep. #128
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Before the age of social media and the internet, information about the economy flowed slower and people still had time to panic. Today, people still panic. But the panic sets in faster and they react quicker –– right at the snap of their finger as they scroll online. In this week’s episode of “The Capitalist Investor,” Derek, Luke, and Tony focus on Snap’s latest profit forecast and how the social media company’s report sent the market on a decline. Episode #128 is all about discussing the flow of information and what the market is really saying. To know the market means to act with due diligence and do what you will with the information you trust. Outline of This Episode: ● [4:20] The market reacts to Snapchat ● [7:45] Today, the effects hit quick ● [13:40] Using due diligence to find main takeaways ● [19:00] Eating, fast food, and consumer behavior |
May 26, 2022 |
Retail Earnings Tank & What The Heck is Greenflation? Ep. #127
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What’s going on in the economy right now can be deeply felt at a personal level. How much has your grocery bill increased in the past couple months? Where are you trying to spend less –– is it at the store, booking travel, or subscription services? In Episode #127 of “The Capitalist Investor,” Derek and Luke analyze several companies' earnings reports and different cost trends they see in their everyday lives. The guys touch on the green energy conversation and how certain ideas may seem attractive, but ultimately fall short economically. This week’s episode invites you to reflect and think about what’s happening largely in the economy and how that's playing out right in front of you. ● [3:40] Earnings season tells a story ● [16:25] Greenflation… What is it? ● [23:00] Airbnb vs. Hotels ● [24:30] 2022 summer vacation trends ● [25:50] Is it always worth it to sign up and subscribe? |
May 19, 2022 |
Identifying the Next Bubble to Burst – Labor Market, Ep. #126
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Wall Street believes there’s only a 50 percent chance of a recession. And if that recession takes place, it would be in 2023, a short and shallow one. We completely disagree. In Episode #126 of “The Capitalist Investor,” Mark, Derek, and Tony don’t question the odds of a recession but what the bubble will be that bursts and unwinds it. This week’s episode begs the question: what looks weird right now? In 2000 it was the tech stocks, in 2008 it was the housing market. What will it be this time around? The guys have ideas and want to hear yours. Outline of This Episode: ● [2:00] The history of economic bubbles ● [4:50] Will the job market be the first to burst? ● [8:30] What do other people think looks 'weird?’ ● [19:35] When will the bubble burst? |
May 12, 2022 |
Has the Stock Market Bottomed? Ep. #125
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Everyday there is something new we wake up to, but what’s always the same lately is the market’s pain. Sky high inflation, geopolitical risk, slowing economic growth, labor shortage –– the market is in a negative place right now. But is it at its bottom? On episode #125 of “The Capitalist Investor,” Mark is back with Luke and Derek to talk about the stock market’s chance to recover, and the decisions at play to see it happen. The guys know what the Fed should do but that’s not always what they will do. The disconnection can be frustrating, but this week’s episode is all about taking a breath, thinking and preparing for what’s expected. ● [1:10] Where the market is at right now ● [6:10] This may not be the bottom quite yet ● [11:25] The Dems’ distractions and deflections ● [14:25] Predictions and possible actions |
May 05, 2022 |
Liberal Media & Twitter Accounts Are Hypocritical Criticizing Elon Musk, Ep. #124
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Elon Musk is everywhere: the news, the media, our Twitter feeds. People can’t get enough of him and his revolutionizing maneuvers. The world needs its town hall and we’re curious to see what Musk has in store for it and what he will unveil. In Episode #124 of “The Capitalist Investor,” Derek and Luke are joined by Tony to talk about the left-wing media’s portrayal of Musk’s Twitter venture, and Fidelity as they pioneer the 401(k) sphere and open it up to Bitcoin. With a soft spot for Cleveland sports, the guys chat about former Cavaliers player, J.R. Smith and his recent academic athlete award. This week asks all the big questions and explores the latest moves. Outline of This Episode: ● [1:05] Everything Elon ● [11:30] 401(k)s, Bitcoin, and Fidelity’s offering ● [19:30] A soft spot for Cleveland sports |
Apr 28, 2022 |
Small Business Drives America... With a Special Guest, Ep. #123
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Seeing the economy from a different perspective is essential. Investors need to be able to find a balance to what they know and what business owners see and experience out in the world. This week, Derek and Luke bring a new perspective to the table and speak with Matt Guse –– President and owner of MRS Machining, a small business machining company based in Wisconsin. The guys have discussed inflation, labor shortages, and supply chain crises as they take place, but what does that look like from a small business owner’s point of view? Episode #123 of “The Capitalist Investor,” delivers a new angle on real life ups and downs small business owners have experienced over the last two years and what they predict is in store. Outline of This Episode: ● [3:40] Bringing new perspectives, meet Matt Guse ● [5:45] Getting a small business off the ground ● [8:45] 35 years of owning a company and what comes with it ● [12:50] The warnings that Guse pays attention to ● [21:45] How does a small business owner feel about the future? |
Apr 21, 2022 |
Fake Meat, Fake Politicians, & Fake Money, Ep. #122
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A golfer’s most useful tool is course management –– it allows them to plan ahead, set their eyes on a specific score and work backwards to reach it. It’s not about getting birdies, but avoiding those double bogeys. Golf is about course management, the stock market is about risk management; right now it’s time to avoid mistakes and just keep the ball in the fairway. This week, Mark is joined by Luke and Tony as they discuss all the headwinds confronting today’s economy. Economic growth is slowing, inflation is still running hot, mortgage rates are skyrocketing, politicians keep lying, and Beyond Meat just continues to mislead the masses. Episode #122 of “The Capitalist Investor,” is all about confronting the issues the economy is facing today all while strategizing efficient plans. Outline of This Episode: ● [4:45] Beyond Meat? Beyond natural ● [10:45] Politicians say, said, and lied ● [23:10] Mortgage rates up, buyers’ hopes down ● [29:00] Dissecting the earnings season |
Apr 14, 2022 |
Elon Musk A Modern Day Patriot? Freedom of Speech is on The Line, Ep. #121
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Elon Musk transfixed Twitter once again. But in a new type of way he’s ever done before. How will Elon change the scope of social media now that he’s taken a position and will serve as a board member for Twitter? He’s shown his power and what he’s capable of, hopefully he’s capable of finally bringing an edit button to the world. This week, Derek, Luke, and Tony cover the niche topics and events of the week and fill in on the news as it unfolds. Elon’s new stake in Twitter, the revival of cruises, and the excitement surrounding the Masters Tournament this weekend –– are a sample of topics that the guys go beneath the surface of. Episode #121 of “The Capitalist Investor,” tackles what everyone’s been talking about all while giving a glimpse on what they will be talking about. Outline of This Episode: ● [2:45] Elon Musk moves in big ways ● [9:20] The summer of cruises ● [15:50] The Masters will always be about Tiger Woods ● [21:45] Masters picks and odds |
Apr 07, 2022 |
The Slap Heard Around The World.. Oh.. And Inverted Yield Curve, Ep. #120
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Which scenario is real, which is false? A) Meme stocks like GameStop and AMC are currently outperforming the market substantially. B) A leading actor slapped a comedian on stage, on live TV, and won his first ever Oscar Award on that same stage not long afterwards. Trick question, both events are real. We may be living in a very unpredictable world, but we’re able to at least predict what the news you’re reading looks like. If the headlines haven’t been completely overtaken by the entertainment industry’s latest moment, they probably contain the word or at least imply recession. This week, Mark, Derek, and Luke come prepared with the latest, most gravitating topics that are hard to ignore by anyone who keeps up with the news or indulges in social media. But Episode #120 of “The Capitalist Investor” is more than just headlines. Fuel shortages, airport nightmares, golf scores, Hollywood drama, meme stock trends –– the guys set the scene up to bring diverse perspectives on the latest topics. And they don’t miss. Outline of This Episode: ● [1:50] Teeing up: Trump’s latest statement ● [4:50] Months of recession warnings are catching up ● [14:40] Fuel shortages and flying nightmares ● [19:40] Watching, clapping, Will Smith smacking at the Oscars? ● [25:15] The meme dream and the return of growth stocks |
Mar 31, 2022 |
The Word “Recession” Shouldn't Keep You Up at Night, Ep. #119
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Recession, this. Recession, that. The word keeps popping up everywhere; in headlines, on the news, and on social media. When you hear the word “recession” does it send a shiver up your spine? People fear recessions. Or do they fear what they often allude to? Episode #119 of “The Capitalist Investor,” is all about the good, bad, and ugly that comes with recessions. The guys also touch on IRS tax refunds as well as what we’re currently witnessing with the car market –– or the lack of. If you’re looking for some reassurance about the impending recession, received an unexpectedly high tax refund, or if you are just losing your patience searching for a new car –– Derek, Luke, and Tony sort it all out. Outline of This Episode: ● [3:50] Let’s talk about…Recessions ● [13:45] What’s going on with this year’s tax refunds? ● [21:10] The concern over used car prices |
Mar 24, 2022 |
Democrat's Political Narrative Backfires, Are They Saying Putin is a Good Guy!? Ep. #118
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Maybe Tom Brady tried to fill up his 2015 Rolls Royce Ghost last week and that’s why he came out of retirement. Joking. But it’s time to confront gas prices or the narrative around them for that matter. This week, Mark, Derek and Luke tackle a slew of topics that in one way or another, relate to public relations and marketing tactics. From the White House drafting TikTok stars to control political narratives, all the way to Tom Brady’s unretirement. Everything’s been attached to a narrative the last couple of years and this episode of “The Capitalist Investor” breaks down a few. Outline of This Episode: ● [1:30] White House TikTokers ● [11:35] NATO defense requirements ● [16:30] Mike Tyson’s come back ● [18:15] Tom Brady’s early UN-retirement |
Mar 17, 2022 |
Dumpster Diving for Beaten Down Stocks, Ep. #117
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What does fantasy football and stocks have in common? Constant managing, risk assessment and always scouting out other teams and players. This week, the guys are scouring the market for beaten down stocks that have a chance to be redeemed. Salvageable stocks won’t pop overnight though, and it takes a willing investor and someone who is patient enough to dive in and wait it through. In Episode #117 of “The Capitalist Investor,” Mark, Derek, and Luke consolidate a collection of beaten down stocks that could eventually turn around and recoup their performance. Outline of This Episode: ● [1:20] Remember: risk management ● [3:35] Naming the stocks ● [5:40] Invest in what you know: Roku ● [12:05] Paypal and fundamentals ● [15:55] Worthwhile Meta discount ● [20:50] Penn National’s value from online customers ● [23:55] Purely valuation: Vroom ● [24:55 Commonalities: growth names ● [27:35] Doctor visits have changed: Teladoc ● [32:25] Signing off… on Docusign |
Mar 10, 2022 |
The Lack of Address in the State of the Union, Ep# 116
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President Biden’s Tuesday night State of the Union Address was an hour-long event of “politics as usual.” He spoke roughly over 6,400 words –– but we want to pay attention to the words he didn’t say and the issues he didn’t address. Although at least 20 minutes of the speech were filled with applause lines, it didn’t distract the guys from what was missing: tangible solutions to inflation, plans on energy independency, and accountability. In this week’s episode of “The Capitalist Investor,” Mark, Derek, and Luke deconstruct Biden’s State of the Union to analyze the probability of issues actually being addressed and treated by this current administration. Episode #116 is not as long as Biden’s speech, but it calls upon the issues America will have to overcome going forward –– in half as much time. Outline of This Episode: ● [2:00] A C-minus overall ● [7:15] Picking apart the pieces ● [17:50] Inflation concerns continue ● [27:20] Lacking energy about energy |
Mar 03, 2022 |
There’s Money in Politics and Politics in Money, Ep# 115
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We’re here to take everything that is happening all around the world every day and discuss and analyze how it's affecting the economy, the market, different sectors, and your money. Is this not why you’re here? Politics is all around us and it’s part of what we do everyday when we make financial decisions. This week, Mark, Derek, and Luke critically analyze and entertain as they sit down and talk about the evolution and effectiveness of Super Bowl commercials, the Heritage Foundation’s freedom index rating, and all the complexities that come with IRS refund checks. Episode 115 of “The Capitalist Investor” will leave you thinking about the last time you saw an effective Super Bowl commercial, why people are so attracted to anecdotal messages, and where the money in your IRS refund check really comes from. Outline of This Episode:
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Feb 23, 2022 |
Taking Profits, First Time Home Buyers Priced Out, and Finally Time to Cruise?, Ep# 114
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We're always thinking about where the market, its industries and the world are currently standing. But we can’t let that distract us from thinking of where it can stand one month, six months, or even a year from now. This week, Mark, Derek and Luke sit down and summarize where everything lies today and how it can change: tax rates, laws, mortgage rates, the housing market and just overall the social-political climate which we’re living in. Whether you are concerned about when it’s time to take a profit with your large gains, buying or selling a home now or in the future, or even just curious about what the world may look like in a couple months –– this episode covers all the questions that keep everyday investors up at night. In episode #114 of “The Capitalist Investor,” the guys convene and dissect every shift we’ve seen this year to ensure we’re all prepared for what’s to come in the future. Outline of this Episode:
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Feb 16, 2022 |
OBJ’s Salary, Taking What the Market Gives, and Brady’s Next Chapter, Ep #113
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If the Rams win the Super Bowl this Sunday, will Odell Beckham Jr. convert his Super Bowl bonus into Bitcoin? What will Tom Brady do after retiring from 30 years of football? With average ticket prices around $10,000, Brady could buy over half of the Super Bowl seats with just a fraction of his total net worth –– of course if he misses it that much already. This week, Derek, Luke, and Tony talk plays and strategies: the risks that come along with Bitcoin, investing after retirement, the game plan before entering the market, and how every investor has to be prepared to cut their losses. Episode #113 of “The Capitalist Investor” gives the full rundown of all the X’s and O’s that every investor should keep in their back pocket. Outline of this Episode:
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Feb 09, 2022 |
Historic Volatility, Biden Blow-Up, and Neil Young a Sith Lord?, Ep #112
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It’s hard to get away from politics; it’s within our music, media, sports, money –– politics drives everything. From Neil Young’s crusade against Spotify and Joe Rogan to Joe Biden’s pointless remarks on reporters, Derek and Luke reveal that there’s no shortage of political discourse that makes us reflect on the world we live in. And the world we live in is not the same anymore, politically or financially. Last week, we saw an unbelievable swing in the market. Right now, the market is just so volatile and we have to accept this new normal of volatility. Episode #112 of “The Capitalist Investor,” asks the question “what’s changed?” and Derek and Luke deliver to answer that. Outline of this Episode:
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Feb 02, 2022 |
Special Episode - Talking Energy with Daniel Turner, Ep #111
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Mark is joined in this week’s special episode by Daniel Turner, founder and director of Power the Future, a non-profit advocacy organization that delivers truth and research to the energy conversation. We like to call him “Dan the Energy Man,” because he sure does know how to spark a discussion and keep the momentum flowing. What do markets and the energy industry have in common? To the eye they look simple, but the deeper they go, the more complex they get. The issues we cover in every episode, one way or another, influence the market –– but they also have an effect on the energy industry that runs our world. In Episode #111 of “The Capitalist Investor,” Mark and Daniel explore the correlations between the economy and its markets, fossil fuel energy and politics to discuss what all our futures may have in store. Outline of this Episode:
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Jan 28, 2022 |
Congress Trading Stocks, CDC Messaging, Hot Sauce Picks, Ep #110
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How can we sustain the right to a free market but also prevent politicians from cashing in on insider information? How many days should people with Covid-19 quarantine? Is it two weeks, ten days or five? This week’s episode is all about spice; primed with a heated debate on Congress members taking stake in stock and a segment on how the CDC’s messaging schemes are up in flames. In Episode #110 of “The Capitalist Investor,” Mark, Derek and Luke are all in the hot seats as they tackle contentious topics with a little kick at the end. Outline of this Episode: [2:20] What Democrats and Republicans both have in common [16:25] The CDC’s messaging is only as good as its data [24:40] A ‘Red Hot’ topic we love |
Jan 26, 2022 |
Get Rich Fast, Costly Weddings, and Escaping to Florida, Ep #109
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Getting rich quickly is all about taking risks. But the key is to not take on too much risk; get rich smart. Be strategic with the way you put your foot on the gas, place yourself in a position to hit the breaks. How risky are those NFTs? What exactly is the right amount to own in crypto, Bitcoin or even NFTs? Why is it cheaper in some places to buy a house than to get married? 2022 is the year for novice investors to do some homework because the story is changing and portfolios don’t look the same they did years before. In Episode #109 of “The Capitalist Investor,” Mark, Derek and Luke strategize different tools that everyone can utilize in the market, discuss common mistakes in the game and poke a bit of fun with certain politicians' diluted agendas. This week’s episode is brimming with useful advice and humble experiences for the everyday capitalist.
[3:15] Get rich quick or get rich smart? Hint: both [10:05] A new storyline brought to light in 2022 [16:30] Weddings these days –– more expensive than houses [20:05] DeSantis' ‘Escape to Florida’ humor |
Jan 19, 2022 |
The Great Resignation and New Year’s Resolutions, Ep # 108
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New year, new… job? Well, not for everyone. Last November, 4.5 million people quit their jobs –– a record number of workers voluntarily left the workforce. Why did so many people quit? Is this good or bad; what about in the long-run? This week, Mark is back with Derek and Luke as the three examine "The Great Resignation” this past year and talk about opportunities. If you’re not one of the 4.5 million people who left their jobs, then getting a new one probably isn’t on your New Year’s resolution list. So what is on most people’s list? If you haven’t made a resolution yet, this week’s Episode #108 of “The Capitalist Investor,” will make sure you do. Outline of this Episode:
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Jan 12, 2022 |
2022 Predictions, Ep #107
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Goodbye 2021; this past year was a whirlwind of low expectations. The beginning wasn’t looking so hot and we predicted that the S&P 500 was going to close at a rough 9 percent return. But we got spoiled and saw it close at around 27 percent gains. Now that things are looking good, what’s to come in 2022? This week, Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd are joined by Tony “Tony the Tiger” Zabiegala to talk about being more realistic in 2022. This new year needs to be the one where fundamentals start to matter in the market again. We don’t have a crystal ball but we do have supporting trends, data and historical patterns that we can use to predict 2022’s outcome. In Episode #107 of “The Capitalist Investor,” Derek, Luke and Tony take a walk through 2021’s performance and rifle through different investing alternatives: real estate, crypto, NFTs and gold to predict how each area will perform in the year ahead of us. Outline of this Episode:
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Jan 05, 2022 |
More Masks, Made in the USA, and More Inflation, Ep# 106
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The Omicron variant, supply chain issues, and inflation –– it seems like everybody is getting hurt. Mask mandates are once again being implemented in cities all over the U.S. regardless of vaccination status due to the rising fears of the new Covid-19 variant. What kind of economic turns come out of mask mandates? How can we learn to adapt with Covid without breaking down local economies, increasing inflation and deterring people from working again? We’re tired of seeing people get hurt. Mark “Johnny Lawrence –– Cobra Kai” Tepper is joined once again with Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd as the three tackle these hot topics and more on Episode #106 of “The Capitalist Investor.” Outline of this Episode
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Dec 22, 2021 |
Is It Time to Rethink the S&P?, Ep #105
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What’s a greater risk to the market? Is it the new Omicron variant or the Federal Reserve? When buying into the S&P 500, where exactly is your money going? Since last month, the S&P 500 had a maximum drawdown of roughly 4.1 percent –– there was panic but then it recently recovered. But while the S&P 500 was down 4 percent –– the overall market was down even more. This makes us think that the S&P 500 may not be the best index anymore to forecast how the overall market is performing. Is it time for a new index? In Episode #105 of "The Capitalist Investor," Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hand Luke” Lloyd reflect on the market’s history, debate overvalued stocks, and stroll through the evolution of indices just to answer all your questions and more. Time outline:
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Dec 15, 2021 |
Omicron, Powell Backtracks, and an Evolving Black Friday, Ep #104
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A lot has happened within the past week: a new Covid-19 variant was detected, chairman of the Federal Reserve, Jay Powell, finally retired the word “transitory,” and Black Friday sales may have had their last great chance. If you didn’t get the chance to listen to last week’s episode, it has everything you need to pace along with all the topics in this one and understand why we’re talking about them now. In Episode #104 of the “Capitalist Investor” Mark “Johnny Lawrence -- Cobra Kai” Tepper, Derek “Diamond Hands D” Gabrielsen and “Cool Hand” Luke Lloyd take care of the hottest current events for you including the Omicron variant, Powell’s hawkish turn, and Black Friday trends.
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Dec 08, 2021 |
Inflation: Not So Transitory, Ep #103
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This week, Mark is joined once again by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd as the three grapple with America’s ordaining inflation crisis. Join the guys and put a quarter in the swear jar for every time you use the word “transitory” when describing inflation. Here, we don’t like that t-word and we’re going to tell you why we’re throwing it away. This inflation crisis cannot be named, it cannot be ignored. It’s coming in hot and it’s burning a hole through American’s wallets. How can the country curb rising inflation rates? How long will it take to dig ourselves out of this hole? We tackle these questions and more on Episode #103 of "The Capitalist Investor." Outline of this Episode
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Dec 01, 2021 |
Peloton’s Stock Ride and the Expanding Market of Electric Vehicles, Ep #102
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Mark “Johnny Lawrence” Tepper is joined in this week's episode by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for Episode #102. The guys tackle Peloton's golden stock era and their drastic dip in demand and whether or not their new stock offerings are going to work out for the exercise company in the long run. What else can Peloton offer to its loyal base?
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Nov 24, 2021 |
Twitter’s Tank on Tesla, Zillow’s Flip on House Flipping and Alternative Investments for You , Ep. #101
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Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for episode #101. During this episode, the guys discuss everything from Zillow stopping their house flipping segment of their business to Elon Musk selling billions of dollars worth of stock. How do you diversify your portfolio with other alternative assets like fine art and fine wine? What is the real reason Elon Musk is selling billions of dollars worth of stock? Is it to cover his tax liability, appease the voters on his Twitter poll or did he just want to sell his stock? What are the takeaways from Zillow shutting down their house flipping business and what does it mean for the future of the housing market? We answer of all of these questions and more on episode #101 of “The Capitalist Investor.” · [4:28] Elon Musk is always thinking ahead · [13:55] Zillow does a 180 straight out of the house-flipping business · [19:00] Alternative investments and diversifying your portfolio · [21:18] How fine, collectable investment categories can work to your advantage · [30:20] An update on NFTs and their growing potential
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Nov 17, 2021 |
China’s Hypersonic Missile, the Space Race & the Cost is $0, Ep #100
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Mark “The Iceman” Tepper is joined this week by both Derek “Diamond Hands D” Gabrielsen and Luke “Cool Hands Luke” Lloyd for a very special episode #100! During this episode, the guys discuss everything from China developing and testing a hypersonic missile to their new technology where they could shoot the missile into space. What impact does this have on the world and what is China trying to accomplish? What about the space race and the future of the final frontier? Jeff Bezos, Elon Musk and Richard Branson are driving innovation and creating new opportunities in space. Do the private markets and billionaires allocate capital better than the Government? Joe Biden keeps on saying that the cost is $0 for the spending package. What is the true cost of the spending bill and how will it impact you? We answer of all of these questions and more on this #100th episode of “The Capitalist Investor”.
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Nov 10, 2021 |
Big Brother, the IRS, Bad Referees, and Crypto, Ep #99
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Mark “The Iceman” Tepper is joined this week by both Derek and Luke for a very special show! The guys discuss the implications of the current proposal for the IRS to be able to look at your bank account records for any account with $10,000 worth of transactions and any transaction above $600. Will this lead to more people moving money to Crypto? The big question you need to ask yourself, is why is the government trying to look into your bank account? Data and privacy concerns are always front and center in today’s world. Should the Government be forced to produce long term financial plans for the country that don’t change every election season? Will the US remain the #1 superpower in the world? Has Mark changed his nickname again? Has big brother become too big? All of this and more, next!
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Nov 03, 2021 |
Facebook, The Metaverse, Ep #98
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Mark is joined this week by Luke Lloyd and they dive into why Facebook is deciding to change their name and what it means for the future of the company. Mark Zuckerberg announced that the name change is going to revolve around the “Metaverse”. Mark & Luke discuss where Facebook has been, where they are going, and even some potential names that Facebook will choose. Facebook was founded upon sketchy values and ideals. Between the Winklevoss Twins suing Mark Zuckerberg and Facebook originating as a “Hot or Not?” college platform ranking the looks of people, the history of Facebook proves to be volatile. Is this name change a PR stunt to distract from the current issues Facebook is facing with data, privacy, and censorship? How does cryptocurrency fit into all of these big tech firms and the future of blockchain technology? Mark & Luke discuss all of this on this on this week’s episode of The Capitalist Investor. |
Oct 27, 2021 |
Jamie Dimon, Still Not a Fan of Bitcoin, Ep #97
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Derek is joined this week by Tony Zabigala and they once again dive into the latest Crypto news! Just as Bitcoin cracks the $60,000 level, notable Crypto bear and JPMorgan Chase CEO Jamie Dimon once again comes out to slam Bitcoin. Dimon has been a vocal non-believer of all crypto for many years, but is it time to start listening? The guys discuss, next!
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Oct 20, 2021 |
4 Big Risks That Could Trip up the Stock Market Soon, Ep #96
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Derek and special guest "Cool Hands Luke" discuss potential risk factors that could add to the already volatile markets. Labor shortages, significant inflation, climbing oil prices, and numerous problems in China are all discussed! Will the US markets be able to weather the storm, or will it lead to a 4th quarter pullback? Derek and Luke discuss, next!
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Oct 14, 2021 |
5 Beaten Down Stocks to Buy on the Dip, Ep #95
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Mark and Derek are back and better than ever! The guys discuss not only some beaten down stocks that might be good buys, but the overall market conditions as well. What does the 4th quarter have in store? How would the market react if the debt ceiling is not raised? And finally, is there a correction on the way? The Iceman and Diamond Hands D have it all for you, next!
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Oct 06, 2021 |
NFTs, Explained (Part II), Ep #94
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In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens. In this two-part episode, the guys are joined by two special guests, NFT collectors Eric Spray and Ben Phillips. Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io. The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now. Are NFTs really the future? Or is it a fad that will crash and burn? With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.
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Sep 29, 2021 |
NFTs, Explained (Part I), Ep #93
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In this week's episode, Derek and Tony dive into the crazy world of NFTs, or non-fungible tokens. In this two-part episode, the guys are joined by two special guests, NFT collectors Eric Spray and Ben Phillips. Eric is BAYC #8261 and commissioner of the BAFL, while Ben is an NFT investor and Head of Partnerships at deadheads.io. The guys talk basics of NFTs but then jump right into discussing the pros and cons of investing in the space right now. Are NFTs really the future? Or is it a fad that will crash and burn? With more and more celebrities getting involved, and a lot of 101 Bored Apes selling for $24 million dollars, we decode how to try to make money in the wild west of NFTs.
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Sep 22, 2021 |
El Salvador Welcomes Bitcoin, Ep #92
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The Iceman and Diamond Hands D discuss the recent launch of Bitcoin as the national currency of El Salvador. The launch of Bitcoin as a national currency had a very rocky start but still took Bitcoin a step closer to full adaption. Mark and Derek also discuss what this means for Bitcoin and other cryptocurrencies in the future. Finally, what other applications lie ahead for blockchain technology, and when can we stop carrying a wallet!?
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Sep 15, 2021 |
12 Questions Retirees Often Get Wrong About Taxes in Retirement, Ep #91
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Diamond Hands D and Tony The Tiger discuss several questions that both retirees and non-retirees get wrong when thinking about taxes. Derek and Tony further discuss what tax changes could be coming and what it means for everyone's retirement, and what we can do now to prepare. [23:00] If you're over 65, can you take a higher standard deduction than other folks are allowed? Connect with Derek Gabrielsen
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Sep 08, 2021 |
Is the Red Hot Housing Market Cooling Down?, Ep #90
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The Iceman and Diamond Hands D break down the current state of the housing market. The guys explore and discuss many of the questions investors are asking about the sustainability of this red hot market. Can it continue, or are we headed for a crash? How do retirees play the market if they are considering a vacation home? Mark and Derek also discuss different stocks they like in today's homebuilders' category.
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Sep 01, 2021 |
The Increasing Threat of Cyber Attacks and Hacks, Ep #89
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The crosshairs are on the Cryptocurrency community because cyber attackers are demanding their ransom be paid in Bitcoin. Bitcoin is the currency of choice for illegal activity & blackmailing corporations. Hackers are taking advantage of the lack of regulation and oversight that is currently in place. Does this activity change the way you feel about owning it? Will regulations affect the value of Bitcoin? How will gains be reported for tax purposes? Tony “The Tiger” Zabiegala and "No Nickname" Mark Tepper discuss their views on this very important issue. And finally, has Mark landed on a nickname?! We have been working around the clock to investigate claims being made that T-Mobile data may have been illegally accessed. We take the protection of our customers very seriously and we are conducting an extensive analysis alongside digital forensic experts to understand the validity of these claims, and we are coordinating with law enforcement. We have determined that unauthorized access to some T-Mobile data occurred, however, we have not yet determined that there is any personal customer data involved. We are confident that the entry point used to gain access has been closed, and we are continuing our deep technical review of the situation across our systems to identify the nature of any data that was illegally accessed. This investigation will take some time but we are working with the highest degree of urgency. Until we have completed this assessment we cannot confirm the reported number of records affected or the validity of statements made by others. We understand that customers will have questions and concerns, and resolving those is critically important to us. Once we have a more complete and verified understanding of what occurred, we will proactively communicate with our customers and other stakeholders. [12:05] Mark reveals his best-kept secret to protect your identity. Mark has lived through being hacked and someone using his identity.
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Aug 25, 2021 |
Sports Franchises Try to Hold Cities Ransom, Ep #88
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Diamond Hands D & Tony Z discuss how sports franchises attempt to hold cities ransom with their stadium leases and construction. The Buffalo Bills ask the locals for $1.1 BILLION to build a new stadium. Should the local taxpayers pay for these stadiums? Not everyone is a sports fan but yet many stadiums are built on taxpayer dollars. Also, would you pay to watch the Super Bowl?
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Aug 18, 2021 |
Robinhood IPO – Burnout or Breakout?, Ep #87
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In this week's episode, Mark and Derek discuss the wild ride that is the Robinhood IPO! The stock has bounced back in a big way after starting out one of the worst IPOs in recent history. Is now the time to buy? Has the growth story already happened, or is the best yet to come for $HOOD? The dynamic duo reveals the three boxes a stock must check to end up in their portfolio. [14:40] Dangers for Novice Investors [19:10] Would We Own Robinhood? Our Criteria - Management Team, Growth and Valuation
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Aug 11, 2021 |
The Truth About Dark Pool Trading, Ep #86
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In this week's episode, Derek and special guest Tony Zabigala discuss dark pool trading. What is it, is it legal, and why is #apenation so upset about it?! You'll want to listen to the end to get Tony's killer "Dino Egg" recipe! [6:54] Why do Dark Pools exist? [11:10] Pros and Cons [17:40] Do we really want to know the “How”
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Aug 04, 2021 |
How to Properly Deal With Market Volatility, Ep #85
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In this week’s episode, Mark and Derek discuss when is the proper time to panic over a market pullback. In a given year the normal pullback in the market is around 12%-13%. How much have we seen in 2021? Additionally, the guys discuss how to reevaluate a position, time horizon, and what should be required before you're allowed to troll someone on Twitter. [1:00] What people should and shouldn’t expect from the stock market.
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Jul 28, 2021 |
Investing Like the Super Rich, Ep #84
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Mark & Derek (Diamond Hands D) discuss a recent article that they read from Bloomberg about Tiger 21, a club of more than 800 ultra-high net worth investors. What are these top 1% investing in? What should we take from this information? The guys break it all down for you in this episode. Derek also shares one of his favorite shows to watch ... yes it is another WWE show.
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Jul 21, 2021 |
Sourcing Hidden Gem Stocks, Ep #83
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Most novice investors want instant results. When they see that the stock is moving in an upside direction after they bought it, they conclude that they have bought the right stock. The destructive habit of instant results has led investors to another destructive habit – instant gratification. Investing for a solid retirement isn't gambling on meme stocks. But in this week's episode, Mark and Derek discuss how Strategic Wealth Partners research companies that may have that 10x abilities in the future.
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Jul 14, 2021 |
6 Considerations When Choosing a Financial Advisor, Ep #82
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Choosing the right financial advisor to work with can be a difficult decision. To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy. Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with.
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Jul 07, 2021 |
Meme Stock Mania, Ep #81
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Mark and Derek discuss the meme stock mania. Everyone is talking about how these stocks are changing the way some people look at investing in the market. A flurry of individual investors, spurred on by Reddit’s WallStreetBets community, has sent share prices soaring in companies that Wall Street had largely forgotten. And plenty of people have seen substantial gains in a short period of time. Who is investing in these stocks? How have these trends changed investing? How should you approach buying these stocks?
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Jun 30, 2021 |
Americans Postponing Retirement Due to COVID?!?, Ep #80
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About 69 million Americans now say Covid prompted them to change their retirement timing. That’s up slightly from 68 million as of May 2020. Outline of This Episode Resources & People Mentioned
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Jun 23, 2021 |
7 Ways Biden Plans to Tax American Families (Part II), Ep #79
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Mark and Derek will continue their discussion on how President Biden plans to tax "the rich" and the not-so-rich. All these taxes keep dipping into the middle class. As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes. Who will be affected? How will these tax increases affect you? What you need to pay attention to as these tax increases are passed?
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Jun 16, 2021 |
7 Ways Biden Plans to Tax American Families (Part I), Ep #78
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Part one of how President Biden plans to tax "the rich" and the not-so-rich. All these taxes keep dipping into the middle class. As the president proposes a six trillion-dollar budget he plans to pay for much of this by raising taxes. Who will be affected? How will these tax increases affect you? What you need to pay attention to as these tax increases are passed?
Connect With Mark Tepper
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Jun 09, 2021 |
13 Stocks Activist Investors Are Buying, Ep #77
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Subscribe to The Capitalist Investor What is activist investing? When an activist investor buys into a company, is it good or bad? In this episode of The Capitalist Investor, we’ll share what an activist investor is and what they do. We’re also going to dissect 13 different stocks that activist investors recently bought into—and whether or not we think that’s a good move. Don’t miss it! Outline of This Episode
Resources & People Mentioned
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Jun 02, 2021 |
Time Horizon and Its Impact on Your Investment Strategy, Ep #76
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Time Horizon and Its Impact on Your Investment Strategy, Ep #76 What is the importance of time horizon in building out your unique investment strategy? If you’re getting advice from TV, Twitter, and podcasts but your time horizon is different from theirs, you could be getting things all wrong. That’s why you need to incorporate a time horizon into your investment selection process. We talk all about it in this episode of The Capitalist Investor (with COO Tony Zabiegala). Outline of This Episode
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May 26, 2021 |
Sell in May and Go Away?!?, Ep #75
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May 12, 2021 |
The Crypto Craze Continues, Ep #74
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Subscribe to The Capitalist Investor Where is the crypto market right now? Should you buy Bitcoin, Ethereum, Dogecoin, and other crypto? The crypto craze is forging ahead at record speeds, so we’re revisiting the topic. In this episode of The Capitalist Investor, we cover where the crypto market is, a strategy you can use to begin buying it, and talk about the popular options available today. Check it out! Outline of This Episode
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May 05, 2021 |
How the NFL Draft and Investing Are Alike, Ep #73
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Subscribe to The Capitalist Investor The NFL Draft is here! Even better, Cleveland is hosting it this year. So we decided this week we’re going to parallel the NFL draft with the stock market. How does drafting the best players in the country compare to picking stocks? Even bigger question—who will the Browns pick? Don’t miss this draft-themed episode! Outline of This Episode
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Apr 28, 2021 |
10 Retirement Planning Tips [Part II], Ep #72
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Subscribe to The Capitalist Investor In this episode of The Capitalist Investor, we pick up where we left off a couple of weeks ago with the top 10 retirement planning tips for 2021! We cover the remaining 5 tips that Forbes recently covered in their article. Which ones are worth your time and investment? Listen to find out! Outline of This Episode
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Apr 21, 2021 |
The Booming Housing Market, Ep #71
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Subscribe to The Capitalist Investor The housing market is on fire. There are 1.45 million licensed realtors in the US but only 1.03 million existing homes for sale in the US. Inventory has plummeted as houses are bought off the market left and right. Where do we see the housing market going? Should you consider buying a home? Listen to this episode of The Capitalist Investor for our thoughts! Outline of This Episode
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Apr 14, 2021 |
10 Retirement Planning Tips [Part I], Ep #70
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Apr 08, 2021 |
11 Stimmy Stocks That Could Benefit, Ep #69
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Mar 31, 2021 |
The Golden Rule of Investing, Ep #68
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Subscribe to The Capitalist Investor Nate Fisher and Luke Lloyd join me in this episode of The Capitalist Investor to talk about the golden rule of investing: Don’t be dumb. Don’t do things you shouldn’t be doing. It seems simple, right? So what are some dumb decisions we seen people make? What should you do instead? Listen to learn more! Outline of This Episode
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Mar 24, 2021 |
Concentrated Portfolios vs. Diversified Portfolios – Which Performance Matters? Ep #67
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Subscribe to The Capitalist Investor People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it! Outline of This Episode
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Mar 17, 2021 |
Avoid Making These 5 Errors [Throwback]
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In this special throwback episode of The Capitalist Investor, Derek and I cover 5 behavioral finance errors to keep in mind (and steer away from): confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. If you need to make better decisions with your portfolio, this is a can't-miss episode! Outline of This Episode
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Mar 10, 2021 |
Analyzing Warren Buffett's Recent Trades, Ep #65
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Subscribe to The Capitalist Investor Warren Buffett has been making a lot of portfolio moves. He recently sold 11 stocks—and then bought 10. We won’t dissect all of them but we do want to talk about the common themes. What sticks out? What confuses us? Would we make any of the same trades? Listen to this episode of The Capitalist Investor to learn more! Outline of This Episode
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Mar 03, 2021 |
Cannabis Stocks Lighting Up—How to Play the Trend, Ep #64
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Subscribe to The Capitalist Investor Now that we have a blue president and senate, it’s looking like Cannabis will be federally legalized. That means the entire legalization process will be accelerated across the US. We see opportunities opening up in US-based cannabis companies. But are you too late to the game? Or will momentum continue to push things in a positive direction? Listen to hear our take on cannabis stocks, what you could buy, and the future of the industry. Outline of This Episode
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Feb 24, 2021 |
Jeff Bezos and Amazon: Past, Present, and Future Ep #63
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Amazon is the 2nd largest company in the entire world. It’s in most of our client’s portfolios. So everyone’s big question is: Will Amazon stay healthy now that Jeff Bezos is stepping down as CEO? What does this mean for Amazon? What are his next steps? In this episode of The Capitalist Investor, we look at how Amazon was started, how it’s grown, and where we see it heading. Don’t miss it! Outline of This Episode
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Feb 17, 2021 |
6 Actionable Lessons for Investors, Ep #62
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Feb 10, 2021 |
Special Episode: The Super Bowl Indicator, Ep #61
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Subscribe to The Capitalist Investor We are proud of the Browns and the Bills. The rust belt old school teams did well this year but sadly didn’t make it all the way. The Super Bowl has come down to the Chiefs vs. the Bucs. Who will win? What are our predictions? What does the Super Bowl Indicator tell us about how the stock market will do in 2021? Listen to this bonus episode of The Capitalist Investor to learn more! Outline of This Episode
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Feb 04, 2021 |
GameStop, Reddit, and the Power of the Retail Investor, Ep #60
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Subscribe to The Capitalist Investor What is happening in the stock market with GameStop and AMC? Is it good? Should it be happening? Is it even legal? In this episode of The Capitalist Investor, we dissect what’s happening and why it could be dangerous for the average retail investor. Outline of This Episode
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Feb 01, 2021 |
Rating the Best and Worst Presidents According to the Stock Market, Ep #59
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Subscribe to The Capitalist Investor There have been 23 presidents since the inception of the stock market, starting with Benjamin Harrison (who was president from 1889-1893). Who are some clear winners? Who are the clear losers? Why? In this episode of The Capitalist Investor, we are going to judge presidents based on their stock market performance throughout their presidency. We will share the four worst and the four best—and what we think impacted their performance. Outline of This Episode
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Jan 27, 2021 |
The January Effect - Fact or Fiction? Ep #58
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Subscribe to The Capitalist Investor What is the January Effect? People are so hung up on what happens in the stock market in January. There are so many sayings, hypotheses, and old wives' tales. Are any of them true? In this episode of The Capitalist Investor, we debate this highly-contested and long-standing wives’ tale. We walk through calendar effects, market anomalies as a whole, and why we should only look at returns in the modern era. Don't miss it! Outline of This Episode
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Jan 20, 2021 |
10 Ways to Kickstart Your Financial Fitness Routine, Ep #57
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Subscribe to The Capitalist Investor Hundreds of people show up at gyms across the country on January 1st because their new year's resolution is to eat better and lose weight, right? But what about your financial fitness routine? Are you going to maintain the results you’ve achieved with your finances? Or are you going to set and reach new goals? In this episode of The Capitalist Investor, we share 10 ways you can kickstart your financial fitness routine. Get your finances in the best shape of your life. Outline of This Episode
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Jan 13, 2021 |
Is This the Death of Movie Theaters? Ep #56
1017
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Dec 30, 2020 |
SPAC Attack, Ep #55
1031
Subscribe to The Capitalist Investor What is a special purpose acquisition company (SPAC)? What is its purpose? What is the risk versus reward with a SPAC? Should you invest in one? To be honest, we had no idea what a SPAC was until recently. We aren’t alone—many people don’t know how it works or how it affects their investments. So in this episode of The Capitalist investor, we break down these questions and give you answers. Outline of This Episode
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Dec 23, 2020 |
15 Hot Upcoming IPOs, Ep #54
1940
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Dec 16, 2020 |
All Aboard the Bitcoin Bandwagon, Ep #53
1481
Subscribe to The Capitalist Investor Bitcoin has been all the buzz as it has regained its prior high from 2017 ($19,500). It has been bumping right up against $20,000 and is coming back to the forefront of investor’s minds. People are even starting to refer to it as digital gold. But does it deserve that designation? Where do we think it’s going? Should you buy it? How much should you buy? We cover all the bases in this episode of The Capitalist Investor! Outline of This Episode
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Dec 09, 2020 |
Why This Holiday Shopping Season Will Be the Best Ever, Ep #52
1200
As of the date of recording this episode, there have been 12.6 million confirmed cases of COVID-19 in the US and 260,000 deaths. So a lot of people are reigning in their holiday plans—which we believe will lead to a significant increase in holiday spending. Black Friday and Cyber Monday were huge days in the past. 42% of consumers started holiday shopping earlier than normal because there’s nothing else to do. So who might the winners and losers be? In honor of Thanksgiving, this is our Black Friday, Cyber Monday, holiday-shopping season episode of the Capitalist Investor. Outline of This Episode
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Dec 02, 2020 |
If Cleveland Browns Players Were Stocks, Ep #51
2475
Subscribe to The Capitalist Investor As of Wednesday, November 18th the Cleveland Browns are 6-3. If they go 8-8 it will be their first non-losing season since 2007. So in this episode of The Capitalist Investor, we thought it would be fun to go through and compare some of the players and coaches on the Browns to stock categories. Don’t miss this fun episode! Outline of This Episode
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Nov 25, 2020 |
Barstool Pizza Ratings for Stocks, Ep #50
1756
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Nov 18, 2020 |
Even in 2020, There's Much to Be Thankful for, Ep #49
1266
As of the day of recording this episode (Thursday, November 5th), we still don’t know who’s won the election. But rather than dwell on the negatives, we want to focus on what we’re thankful for in 2020. What positive things can we focus on in 2020 despite everything that’s happened? In this episode of The Capitalist Investor, we take a step back and focus on the good things that have happened this year. Listen to learn more! Outline of This Episode
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Nov 11, 2020 |
Asset Allocation Dilemma: Why the 60/40 Portfolio is Dead, Ep #48
1381
Subscribe to The Capitalist Investor As interest rates go up from the 0.75% they’re at right now, the price of current bonds will fall. You may even get a negative return from your bonds. The 40% allocated to fixed income will be a headwind to your performance—unless you get creative. How do you do that? What are some asset classes you could consider? Listen to this episode of The Capitalist Investor for our take. Outline of This Episode
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Nov 04, 2020 |
11 Investments in Your Home That Pay Off, Ep #47
1438
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Oct 28, 2020 |
Red or Blue, These Stocks are Tried and True, Ep #46
1502
What stocks will be election-proof? Will certain categories hold up no matter who is elected in November? In this episode of The Capitalist Investor, Derek and I share our take. Whether the country goes red or blue these stocks are tried and true. No matter who wins, these stocks belong in your portfolio. Check it out! Outline of This Episode
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Oct 21, 2020 |
Spooky Stocks: Proceed with Caution, Ep #45
1587
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Oct 14, 2020 |
Presidential Debates and the Possibility of a Contested Election, Ep #44
1327
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Oct 07, 2020 |
Snowflake Hype, TikTok Drama, and Tech Worries, Ep #43
1378
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Sep 30, 2020 |
The Allure of Investing Apps Like Robinhood and Their Impact on Investing, Ep #42
1620
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Sep 23, 2020 |
The Rise of Sports Betting and the Ways to Play It, Ep #41
1356
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Sep 16, 2020 |
Is Warren Buffett Washed Up? And is Dave Portnoy the New Captain? Ep #40
1686
Subscribe to The Capitalist Investor Dave Portnoy has taken the internet by storm. He is the founder of Barstool Sports, which he sold, and now he’s worth well over $100 million. He loves gambling on sports, so of course, the natural segue was for him to create a day-trading firm. He posts videos that are absolutely hilarious and coined the phrase “Stocks only go up.” During the Coronavirus Crisis, Dave started to take some shots at Warren Buffett—specifically when Warren sold ALL of his airline positions. Dave Portnoy is a marketing genius. A lot of these comments are designed to ruffle some feathers and stir up controversy. Why? When you do that, things go viral. Everyone is going to talk about it like we are now. In this episode of The Capitalist Investor, we talk about the difference between investing and trading, growth versus value stock—and answer the questions: Is Warren Buffett Washed Up? And is Dave Portnoy the New Captain? This is a fun one—don’t miss it! Outline of This Episode
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Sep 09, 2020 |
Your Financial Plan is Wrong! How to Build an Accurate Plan, Ep #39
1642
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Sep 02, 2020 |
The 5 Keys to Retiring Early, Ep #38
1807
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Aug 26, 2020 |
What’s Next for Your Investments? Ep #37
1592
Subscribe to The Capitalist Investor The question in everyone’s mind as they await the approaching election is: “What’s next for my investments? Where does the market go from here?” The stock market is seeing gains that won’t be reflected in the economy for a while. In this episode of the Capitalist Investor, we talk about where the market was during the Obama administration, where it is now, and future realistic projections. Don’t miss it! Outline of This Episode
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Aug 19, 2020 |
The Staycation Trend, Ep #36
1455
Subscribe to The Capitalist Investor The staycation trend is here to stay. Everyone has been forced to live in their homes 24/7 for months on end. Thousands of vacations have been canceled. And people are realizing that they can invest money into their homes to make them a place they actually want to be. People are investing in remodels, building patios, installing pools, and even putting in home gyms. How do you take advantage of these trends in the market? Listen to this episode of The Capitalist Investor to hear our discussion around the staycation trend—and how to trade it. Outline of This Episode
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Aug 12, 2020 |
Gold, Bitcoin, and Crypto as an Investment, Ep #35
1516
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Aug 05, 2020 |
PPP Recipients Are Being Targeted, Ep #34
1163
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Jul 29, 2020 |
Talking With the Man Who Killed Bin Laden, Rob O'Neill, Ep #33
2766
Subscribe to The Capitalist Investor He's been deployed more than a dozen times and has held combat leadership roles in more than 400 combat missions. He has 52 decorations, two Silver Stars, and four Bronze Stars with Valor. He’s been involved in many of our nation's most important campaigns—and was the man who shot and killed the terrorist Osama Bin Laden. Listen to this episode as he recounts that monumental night and I pick his brain on the current state of affairs. Outline of This Episode
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Jul 22, 2020 |
Why You Need A Financial Backup Plan, Ep #32
1397
Subscribe to The Capitalist Investor Why do you need a financial backup plan? Because we don’t know what the future holds. Some people set to retire in 2020 may have lost up to 20% of their portfolio with the recent crisis. Or you might have cold feet about retiring with how uncertain life is right now. Or you may be one of the thousands who was let go this year and are retired by default. If you don’t have a financial backup plan for your plan—where does that leave you? In this episode of the Capitalist Investor, we talk about the need for a backup plan and what the planning process looks like. Outline of This Episode
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Jul 15, 2020 |
Handicapping the 2020 Election, Ep #31
1167
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Jul 08, 2020 |
The "New Normal" Investing Playbook, Ep #30
1659
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Jul 01, 2020 |
Is a Vacation Home an Investment? Ep #29
1437
Subscribe to The Capitalist Investor This is one of our commonly asked questions. So in this episode of The Capitalist Investor, Derek and I dissect the pros and cons of purchasing a vacation home. We run the numbers and share the data. In the end, you’ll find out if a vacation home is an investment worth your time and money—or a second home purely for enjoyment. Outline of This Episode
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Jun 24, 2020 |
First Investing Experience: Baseball Cards, Ep #28
1620
Subscribe to The Capitalist Investor Do you remember your first investing experience? Do you remember the lessons you learned from that experience? In this episode of The Capitalist Investor, Derek and I talk about our investing experiences and how it shaped our worldview. We talk about baseball cards, Mr. Coffee, and how they each impacted our views on investing. Don’t miss this fun episode! Outline of This Episode
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Jun 17, 2020 |
The Bubbles of this Crisis - Employees and Commercial Real Estate, Ep #27
1371
Subscribe to The Capitalist Investor In this episode of The Capitalist Investor, we talk about WHY we think this recession isn’t just due to COVID-19. We believe we were due for a recession due to two factors: commercial real estate and employee bubbles. Listen to this episode for our full explanation and what we think the future may look like. Outline of This Episode
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Jun 10, 2020 |
Joe Rogan Embraces Capitalism, Ep #26
1335
Subscribe to The Capitalist Investor Joe Rogan can be described as the podcast king and likely has THE #1 podcast in the US. In one month of 2019, he averaged 190 million downloads. He has 8.4 million subscribers to his YouTube channel. He's an inspiration for the little guys. Joe recently signed a deal to move his podcast from YouTube to Spotify—an agreement making him north of $100 million. Joe has also been an advocate for socialism and supported Bernie Sanders. With Sanders out of the race, Joe admits that he’ll vote for Trump over Biden. Why the sudden change in parties? And why is he making the switch from YouTube to Spotify? We discuss Joe’s podcast, why he’s found success, and why he’s making such drastic moves in this episode of The Capitalist Investor. Outline of This Episode
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Jun 03, 2020 |
Protests Fine, Riots Bad, Ep #25
2055
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Jun 02, 2020 |
Talking Trades With Todd Gordon, Ep #24
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May 29, 2020 |
Elon Musk, Michael Jordan, and Capitalism, Ep #23
1204
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May 27, 2020 |
Play Ball! Why America Needs Sports, Ep #22
940
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May 20, 2020 |
Kickin’ It With Kenny Polcari, Ep #21
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Kenny Polcari kenny@kacecapitaladvisors.com Twitter: @KennyPolcari |
May 18, 2020 |
The Dominoes Begin to Fall, Ep #20
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Subscribe to The Capitalist Investor So who are the winners and losers? Where do you need to keep your eye on the ball? Listen to this episode of The Capitalist Investor as Derek, Nate and I chat about the industry as it stands right now, where we see things going, and who will see the most pain. Stay informed—listen now. Outline of This Episode
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May 13, 2020 |
Active vs. Passive Management, Ep #19
1085
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May 06, 2020 |
Reducing Fear is the Key to the Rebound, Ep #18
1327
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Apr 29, 2020 |
The Psychological Impact Of This Recession, Ep #17
1501
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Apr 22, 2020 |
Bull Market or Bear Market? with Nate Fischer, Ep #16
1209
Subscribe to The Capitalist Investor We chat about how our current situation compares to the housing market crash. We also talk about GDP, when we will emerge from this recession, and when the economy and stock market will rebound. Don’t miss this informative episode! Outline of This Episode
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Apr 15, 2020 |
Spending Strategies in a Bear Market, Ep #15
654
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Apr 08, 2020 |
Positioning Your Portfolio During A Recession, Ep #14
1347
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Apr 01, 2020 |
Fireside Chat with a Firefighter, Ep #13
1177
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Mar 27, 2020 |
Fiscal Stimulus Bazooka, Ep #12
1314
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Mar 26, 2020 |
The Student Loan Problem: Is Capitalism to Blame? Ep #11
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Subscribe to The Capitalist Investor How did the student loan crisis come about in the first place? Whose fault is it? Some of the Democratic candidates today are blaming Capitalism, but is that warranted? In this episode, Derek and I look at the data behind the student loan tragedy that many students have fallen victim to. We want to better understand the reasons for the crisis and whether or not the solutions being offered even make sense. Join us for this quick dive into the data and the philosophies behind the student loan problem solutions being offered. Outline of This Episode
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Mar 25, 2020 |
Coronavirus: Small Businesses Need Help, Ep #10
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Mar 20, 2020 |
5 Behavioral Finance Errors to Avoid Making With Your Strategy, Ep #9
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Behavioral finance is an important topic to be mindful of as you manage your portfolio. Misbehavior will cost you dearly. So what do you avoid? How do you make smart decisions? In this episode, Derek and I cover 5 behavioral finance errors to be mindful of—confirmation bias, information bias, loss aversion, the oversimplification tendency, and hindsight bias. Listen to this episode if you want to make smart decisions with your portfolio. Outline of This Episode
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Mar 18, 2020 |
Coronavirus and the Economic Shutdown, Ep #8
1681
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Mar 16, 2020 |
How a Joe Biden Presidency Will Impact Your Portfolio, Ep #7
1254
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Mar 11, 2020 |
Why Investing In IPOs Is Not A Good Idea, Ep #6
1248
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Mar 04, 2020 |
What We Consider A Smart Investment Strategy, Ep #5
1781
A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks and decision-making process is not laser-focused on that objective, you are going to wind up making bad choices. This is vitally important as we watch popular, big-name companies like Tesla and Virgin Galactic valuations go sky high. Is there a legitimate reason for those valuations? We dig into what makes a smart investment strategy on this episode. Outline of This Episode
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Feb 26, 2020 |
Coronavirus, Pandemics, and Your Money
942
It is regrettable and sad when a pandemic like Coronavirus impacts so many people across the globe. It’s a truly frightening situation for many people because there is a legitimate health risk related to the outbreak in many parts of the world. But there are other concerns that while not as important as human life, are nevertheless important for the worldwide economy. Why is this important? Because the economy is the basis upon which we build your livelihoods as human beings. On this episode, we ask and answer the question, "How does something like the Coronavirus pandemic impact the global economy?" Outline of This Episode
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Feb 11, 2020 |
Impact of a Bernie Sanders Presidency
1296
Subscribe to The Capitalist Investor Bernie Sanders’ financial policies are nothing less than Socialistic, he says so himself. Currently (February 2020) he’s the leading Democratic candidate. So, let’s take a look at how the average investment portfolio would be impacted, negatively and positively, were Bernie to receive the Democratic nomination and if he was to become President. Outline of This Episode
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Feb 11, 2020 |
Is the Stock Market Overvalued?
1091
Subscribe to The Capitalist Investor In this episode, we’re going to review the current climate of the stock market and talk about how you can measure the value of your investments. Get the right plan in place with a strategy for investing in the stock market that will be in your best interest and ensure long term financial success for yourself. Outline of This Episode [1:40] What is the PE ratio?
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Feb 10, 2020 |
Capitalism Vs. Socialism
1201
It’s interesting to hear the debates — Capitalism VS Socialism. From all the noise going on during this election year (2020) you’d think that Capitalists are the devil himself. But those are characterizations designed to push a Socialist agenda — one that doesn’t work anywhere in the world, by the way (and we’ll talk about that a bit on this episode). This inaugural episode of The Capitalist Investor outlines the kind of topics we’ll be discussing and why we think they are important issues to understand. If you’re curious where we’re going with this podcast, you’ll have no doubt by the time you finish listening to this episode. Outline of This Episode
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Feb 07, 2020 |