"The Capitalist Investor" Squad discusses this week's episode, which includes the markets, Trump, China, Russia, and a new tax code changes in California.

Private jets are showing up in Omaha, speculating that the bank CEOs were trying to get the Oracle of Omaha to save the day. The conversation focuses on the current banking crisis and how regional banks are asking for deposits to be insured for the next two years. The speakers expressed concern that this could lead to a situation where a small number of banks control everything, which would effectively be a kind of communism. They also talk about the rise of Bitcoin and the fact that it could reach $1 million in the next 90 days if you look at an Executive of CoinBase & his bet. In the end, you could see a lot of consolidation within the banking sector, similar to the UBS and Credit Suisse merger.

The Federal Reserve raising interest rates later in the day could affect the job market and inflation. The guys note that some banks have been mismanaged and aren't operating as efficiently as before and that Silicon Valley Bank is an example of this. They also note that many job postings are ghost postings, and managers are only looking for supreme talent. The conversation concludes by noting that Elon Musk suggests the Federal Reserve drop back to 0% interest rates, so people can afford everyday items such as a brand new Tesla financed at 0% Interest Rates.

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"

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. 

SVB recently took large deposits of money and invested in long-duration bonds over the past decade. However, with the recent rise in interest rates, the asset prices of these bonds have gone down, resulting in a significant financial loss for SVB. This bad management of deposits resulted in a loss of billions of dollars that was left unhedged against. That is complete moral incompetence and a moral hazard.

What should the Federal Reserve response be in responding to the default of Silicon Valley Bank in the wake of rising inflation? One of the biggest concerns is the concern around a contagion and the strength of the overall banking system. The system has changed over the years as the banking system uses numerous financial instruments, such as derivatives and options, and no longer just the usual hand the money over to the bank and then loan it out to someone else. This amount of complication within the banking world has made the extremes more extreme when things go wrong. This also leaves much less room for error.

What does this mean for Crypto Currency? Essentially these faults in the banking system are the exact reason that crypto came into light in the first place. The free markets are no longer free when the government intervenes, creating more extreme cycles. When things go wrong, consumers and companies want bailed out. But when you reward bad behavior, you get bad results.

0:00:00

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"

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. 

The conversation delved into the surprise that the market has in reaction to Federal Reserve chair Jerome Powell every time he speaks. This is because he has been repeating the same message for the past six months, that interest rates will stay higher for longer. Senator Elizabeth Warren called out Powell for wanting to increase unemployment by 1% in order to increase inflation. The discussion then shifted to the mortgage industry, which will feel the impact of the higher interest rates, as the cost of a 30-year mortgage has since increased by 60% from 18 months ago. The conversation ended with a reminder of how rising interest rates make it difficult for people to own a home, as the cost of a $1500 mortgage is now $2400.

The conversation centers around the real estate market and how it has been impacted by the pandemic. It is noted that 18 months ago, a $400,000 house would have been reduced to $250,000 in order to have the same monthly payment. It is also noted that the mortgage industry makes up 15% of the GDP and it is likely to take a hit in the coming months. The speakers discuss the potential of finding distressed sellers in the market, as well as the possibility of taking advantage of the current low-interest rates. They also consider the potential of the Fed's terminal rate rising to 6 or 7%, which would further impact the real estate market. Ultimately, the conversation concludes that the real estate market is likely to see a downturn in the coming months due to the pandemic.

The conversation is discussing the unknowns of the mortgage industry and whether or not the Fed will overshoot the rate. The consensus rate has been creeping up for 6-12 months, starting at 4.5 and now at 5.6. The conversation then shifts to how the pandemic has affected the consumer, with many people only buying necessities such as food and not super discretionary items like bikes and TVs. The conversation concludes with the idea that the Fed may overshoot the rate and then quickly pivot to reduce it, likely in the next meeting.

0:00:00

"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

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.

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.

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.


0:00:00

"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"


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.

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?

Earnings seem to be declining, but the market is rallying. One of the thoughts is that the market was discounting even more negative earnings growth and the earnings aren’t coming in as bad as expected. Technology, with the largest weightings in the S&P 500 reported last week and the market shrugged off right in-line if not lower than expected earnings & guidance. Chipotle reported earnings and the market didn’t like it. Are people being more price cautious now? Or are people still swiping their credit cards to keep earnings afloat? 68% of companies continue to beat earnings estimates, but this is the lowest since Q1 of 2020, and then 2013 before then. What should you expect the next couple of quarters?

Liar! Liar! The state of the union seems to be the same every year.. the opposing party shakes their head the entire time, and the party in power stands & sits hundreds of times throughout the speech. It honestly is very similar at this point to a high-school pep rally. At the end of the day, what value do these speeches give? What facts did Biden actually give and what lies did he give? At this point, it seems like the Democrats & Biden are looking at completely different data than what everybody else is looking at. Things like inflation, jobs, oil, taxes, China & oil are all topics that were hit on during the State of the Union. What things did the Capitalist Investor squad digest during the speech and how will Biden’s & Democrats thought process impact your money & your life?

Who knew Jay Powell was a comedian.. he had the whole room laughing during his most recent interview. The market seems to always react positively now when Jay Powell speaks, even if it is more hawkish. Does the market not believe anything that the Fed & Jay Powell says now? The new word he is using is “Disinflation”. He has been using the word “Disinflation” a lot lately, and it sounds eerily similar to how he used the word “transitory” a lot and we all know how that turned out. The break down of his recent remarks seems to suggest that the Fed will remain higher with interest rates for a longer period of time, and might even go higher than a lot of people expect. But the market seems to like that news, which means there is some sort of discrepancy between the stock market & the federal reserve.

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!?

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.

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!

The conversation discuss the recent market changes and the expectation that the Federal Reserve will pivot soon. However, some believe that the market is overestimating the Fed's actions. There is data to suggest that this is the case, with many young investors thinking that there will be a pivot and older investors aren't expecting a pivot anytime soon. The Fed could overshoot and put us into a recession to try and gain back the credibility they lost by saying inflation was "transitory" two years ago. target inflation too aggressively.

Everyday seems to be a new company laying off part of it’s workforce. Or even companies that already announced layoffs that are either accelerating those layoffs or making those layoffs more extreme in headcount. At the end of the day, technology layoffs could be just the tip of the iceberg. As we enter into earnings season, the banks are the first to report. The interesting thing when analyzing bank earnings is the insight it can provide into the future. The American banking system helps build the economy through the debt they service & the investments they help make into companies & people. When loans are down & merger/acquisition activity is down, it can provide insight on what negative things might be in-store in the future. On the opposite side, when loans are up, and M&A activity are up, it can help shed a positive light into the future. That’s why these next couple of quarters of earnings are so important to shed light on the future of our economy & stock market.

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

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.

Oil has recently been selling off, which might suggest a couple of different viewpoints. It could suggest that a recession is looming as demand decreases throughout the world. It could also suggest that the supply chain of oil has gotten better. But that doesn't mean there aren't risks in 2023 for oil. An escalation in Russia/Ukraine of China/Taiwan could send oil higher. Also, China re-opening the economy could increase demand in oil as well. Ultimately, lower oil costs is a good thing for the American consumer who is already struggling and is a good thing for inflationary pressures. But it's not a good thing for Electric Vehicles. One of the selling points for EV's is the cost of gasoline compared to electricity. As gas prices go lower, there is less incentive for people to buy Electric Vehicles. What does this mean for the investment world and stocks like Tesla?

Cancelled this week involves a conversation around McDonald's and their first restaurant to replace all of their workers by using machines & technologies to make the food for customers. What is the long-term impact technology has on the overall eceonomy and is it even sustainable in a capitalistic world? What ultimately might happen as time goes on and middle-class jobs are replaced by artificial intelligence and machines? It's something we need to pay attention too as technology continues to exponentially grow and businesses continue to use technology faster as the cost of hiring employees continues to rise.

TIMESTAMPS 

0:00:04   The Impact of the Secure Act on Businesses and the Market in 2023

0:02:15   The Impact of the Inflation Reduction Act on Businesses

0:03:58   The Impact of the Trump Tax Code on Businesses and the Economy

0:06:56   The Impact of Rising Interest Rates on Businesses

0:09:19   The Impact of the New Tax Laws on the Stock Market

0:11:44   The Impact of the Child Tax Credit on the Economy

0:14:00   The Impact of Redistribution of Wealth on the Economy

0:17:21   Oil Prices and the Electric Vehicle Market

0:19:10   The Impact of Cheap Gas on Electric Vehicles

0:21:33   The Impact of Electric Vehicles on the Automotive Industry

0:22:58   The Future of Electric Vehicles: A Conversation with Tesla Owners

0:25:46    Tesla is Still Overvalued

0:27:33   The Impact of Automation on the Fast Food Industry

0:29:43   The Impact of Technology on the Workforce

0:31:25   The Impact of Technology on Society

0:32:58   The Future of Work: A Discussion on the Impact of Technology

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?

1. The Stock Market

2. The Bond Market

3. The Commodity Market

4. The Crypto Market

What are the possible outcomes for the S&P 500 in 2023. The bull case scenario is that the divided government is willing to work together, and that companies can invest without fear of significant tax code changes. The bear case scenario is that inflation will become a problem, and that the stock market will not be able to sustain its current level of projected earnings growth.

The Bond Market is down just as much as the stock market essentially in 2022. The bull case for the bond market is essentially the bear case for the stock market. What is meant by that? How do interest rates in 2023 impact the bond market and will the bond market act the same as the stock market in 2023 or will it finally disconnect from the stock market again?

Different commodities react differently to different situations. For example, gold can react differently to economic news than energy commodities like oil. But what is the overall bull and bear  case for commodities in 2023? Why is energy so important and how does Oil impact our every day life?

The crypto market has taken a dive this year, especially recently after the FTX blowup that caused investors to become distrusted in cryptocurrency. What is the bull case and what is the bear case for cryptocurrency in 2023? How does government spending & interest rates impact speculation within the economy that ultimately impacts the crypto market:

Timestamps

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.

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 team discusses the current state of the stock market and how it has been affected by various data points recently. They discuss how the market is pricing in a pause in the Fed's rate hikes, and how this could affect the market in the future.

The speakers discuss the recent actions of the Federal Reserve and how they may respond to a slowdown heading into the 2024 presidential election. They question whether or not the Fed will be able to lower interest rates enough to spur economic growth, and whether or not this will be used as political ammunition by the either party. They also speculate on whether or not Biden will be replaced as the Democratic candidate for president.

The team discusses the current state of the housing market and its expected future. They mention that home prices had been rising astronomically, but this is not sustainable. Home sales are expected to continue to decline into 2023 as a result. The cost of borrowing has also increased, which is not good for the long-term success of the housing market.


0:00:04

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

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. 

This could possibly mean that inflation is not increasing as rapidly as previously thought, which could be seen as a positive by investors. However, it is still unclear how Federal Reserve Chairman Powell will interpret this data.

The gang digs into real estate and the recent headlines surrounding some nontraded REIT's decision to limit withdrawals. For a variety of reasons, investors have begun to withdraw money from Blackstone Real Estate and Private Lending funds. We discuss the implications.

We also discuss the recent stock market sell-off and how it may be due to concerns about China's economy. We discuss oil prices, energy stocks and some contradictory data points, which create some uncertainty about a possible recession. 

The gang chats about China's recent decision to ease some restrictions and the causes: protests or the state of the Chinese economy? Tony, Derek, and Ryan discuss the different viewpoints on China, then get into the good stuff: the lack of diversity during Shark Week and the impending smash-hit blockbuster, Cocaine Bear.

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

Despite warning signs, Black Friday and Cyber Monday sales still break records.

The group discusses Black Friday shopping and whether it is bigger than Cyber Monday. They mention that while the sales were up when inflation is taken into account, there was no real progress made. The speakers discuss the market and Black Friday and mention that the rail strike and protests in China are having negative impacts on the economy.

The speakers discuss the possibility of an upcoming recession, citing several indicators that suggest it may be on the horizon. These include the recent inversion of the yield curve, the decreasing price of oil, and banks' unwillingness to loan money. They also note that the White House has started to take steps to prepare for a recession, such as replenishing the oil reserves.

Are Black Friday and Cyber Monday sales, and whether or not they are indicative of a strong economy? The group discusses how businesses and employees are impacted by a weak economy, and how the recent sales numbers may not be as strong as they seem.

0:01:51

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

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”.

The Santa Claus rally, a stock market phenomenon that typically occurs in the seven days after Christmas. They note that this year, the rally may be occurring earlier than usual, and that it is generally driven by positive sentiment and increased consumer spending around the holidays. They also discuss the possibility that the rally may be extended into January, due to the recent strong performance of the stock market. One of the reasons the stock market does well during the holiday season is that retail investors are more optimistic during this time and there is less trading by institutional investors. But less trading means less volume, which usually doesn't support a strong move.

Bob Iger is back at Disney as CEO. Disney has become very "woke" over the past few years and Iger coming back to Disney raises questions on the direction of their "wokeness". Will Disney double down on being woke? Or will Iger come into Disney and walk back what they did over the past couple of years?

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

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?

In the traditional banking system, banks will take customer deposits and use them to invest in other products or services. However, this can be risky if the bank does not have enough liquid assets to meet customer demands for withdrawals. This is what happened with the crypto exchange FTX. The company had leveraged it's customer assets to make other investments, but when the market crashed and customers tried to withdraw their money, FTX was unable to meet these demands. This caused the company to collapse, wiping out billions of dollars in assets.

The FTX crisis was caused by the company's use of client money for risky hedge fund leverage, which left the company unable to repay its debt obligations when clients began asking for their money back. But on top of that, it is absolutely possible that Fraud has occured, but we don't want to jump to conclusions until it is proven.

The person who hacked into FTX's system is now the 35th largest owner of Ethereum in the world. This hack is a reminder that the banking system is vulnerable to attack and that companies need to be careful about over-leveraging themselves.

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

Excesses Will Change in the Next Two Years - 0:31:00

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

1. Twitter is introducing a subscription model for verified users
Twitter is introducing a subscription model for verified users. This means that users who have a blue check mark next to their name will have to pay a monthly fee in order to maintain their verified status. The exact amount has not been determined yet, but it is rumored to be around $8 per month. This is a controversial move, as many people feel that verified users should not have to pay for their status. However, Twitter is hoping that this will generate more revenue and help to cut out some of the riff-raff from the platform.

This move by Twitter is sure to generate a lot of debate. Some people feel that verified users should not have to pay for their status, while others think that this could help to clean up the platform. Only time will tell how this new subscription model will affect Twitter.

2. Biden is introducing a plan to tax oil companies
Biden's plan to tax oil companies is based on the premise that they are making excess profits and that this tax will incentivize them to lower prices for consumers. However, there are many flaws with this plan. First, it is unclear how the government will determine what is considered an "excess" profit. Second, even if the tax is implemented, there is no guarantee that oil companies will actually lower prices. In fact, it is more likely that they will simply pass the cost of the tax on to consumers through higher prices. Finally, the tax will only further incentivize oil companies to move away from traditional fossil fuels and towards cleaner energy sources.

It is also worth noting that this tax will likely have a disproportionate impact on small businesses and consumers in rural areas. This is because they are more likely to rely on oil for heating and transportation, and will thus be hit harder by any price increases. In addition, the tax could lead to job losses in the oil industry, which would further harm the economy. Overall, Biden's plan to tax oil companies is misguided and is unlikely to achieve its desired effect. It would be better to focus on other methods of incentivizing oil companies to move towards cleaner energy sources, such as investing in renewable energy research and development.

3. The price of oil is determined by global supply and demand
undefined - The government is going to take an average of the cost of oil from 2015 to 2019, and if any oil company exceeds that average, it will be taxed at a higher rate. This is supposed to incentivize oil companies to lower prices at the pump, but it is unclear how this will actually be implemented or enforced.

The government's plan to tax oil companies that exceed the average price of oil from 2015 to 2019 is a step in the right direction, but it is unclear how this will actually be implemented or enforced. There needs to be more transparency and communication between the government and the oil companies in order to make this plan effective. Otherwise, it could end up being nothing more than a political ploy to score points with the public.

This week's episode of the Capitalist Investor:
[00:00:03] - This week's episode of The Capitalist Investor features three of the Dream Team members.

[00:00:23] - They're going to go to a subscription model for the blue check marks. Twitter wants to charge $20 a month to be verified, but it settled at $8.

[00:10:29] - Biden proposes a tax on oil companies to lower gas prices.

[00:16:07] - The other positive catalysts are good earnings, good geopolitical, and a sudden peace.

[00:23:13] - Jim Cramer covered every stock in the S&P 500 over the last several years.

[00:25:37] - This week's Canceled Segment is Luke Bryan inviting Ron Dee and Ron DeSantis, the governor of Florida, on stage in support of the hurricane relief effort.

[00:29:09] - Guys talk a little about Brown

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

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

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

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

MARK TEPPER IS BACK!!

[12:35] The Fed put is no longer in play and the Fed will have to fight inflation by causing a lengthy recession in order to get inflation under control. This will lead to job loss and market decline. The biggest fear is that on the fiscal policy side if Democrats remain in office, there will be universal basic income which will be inflationary and penalize those who have done everything right.

[14:55] People just want participation trophies at work.  It is a very elitist mentality for corporate employees at GM who refuse to come to work only 3 days a week, while the factory workers obviously still have to come in and build your product.   

[31:37] The job market is expected to worsen, with the Fed predicting a rise in unemployment to 4.4%. This could mean 1.7 million Americans losing their jobs. Productivity is also down, with people jumping shifts and making fewer widgets. The job market will reset when people are fired and have to find work at lower pay.

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
•  Follow Mark on LinkedIn
• Send Mark a message here

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect with Tony Zabiegala

• Twitter: @TonyZabiegala
• Follow Tony on LinkedIn
• Send Tony a message here

Send your questions and comments to us at info@SWPConnect.com

#Fed #Apple #recession #inflation #jobsmarket #MarkTepper #marketcrash #unemployment #shareholderyield #initialjoblessclaims

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

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

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!

●  [0:54] Stock Market Going to Re-Test Lows?

●  [06:05] Energy Crisis in Europe - Coming to America?

●  [12:46] Jason Aldean - Cancelled

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.

Outline of This Episode:

●  [2:29] Stock Market Becoming More Rational

●  [09:27] Biden Rally - Epic Fail

●  [17:11] Studen Loan Handouts Are "Paid For"

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 

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”   

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

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 

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

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 

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   

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 

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 

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   

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

Gordon Stein's Cashflow Cookbook 

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   

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 

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:

●  [0:50] Brief praise for wedding season

●  [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  

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.

Outline of This Episode:

 ●  [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? 

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? 

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.

Outline of This Episode:

●  [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 

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 

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?

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  

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 

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  

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 

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  

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 

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 

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: 

• [4:15] Super Bowl commercials over the years
• [13:05] The political rhetoric in the halftime show 
• [19:40] An index that measures how free we are 
• [26:30] What to do with an IRS refund check 

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: 

• [3:00] When to know it's time to turn your gains into profits
• [9:00] Behavioral Finance 101  
• [10:55] Who the housing market really hurts 
• [22:05] Mask mandates, living with Covid-19’s lasting impacts 

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: 

• [5:15] OBJ’s run with Bitcoin 
• [11:00] Just accept what the market gives you 
• [20:10] What will Tom Brady do now? 
• [26:05] What do sports and stocks have in common? Competition 

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:

• [2:05] Neil Young’s attempt at cancel culture  
• [7:20] A short praise for John Madden and his impacts 
• [8:30] High Volatility is here to stay for a bit, be patient
• [16:15] Joe Biden’s testy remarks on a fair question 

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:

• [1:00] Where energy and the markets overlap 
• [6:10] The issue with being fueled by politics 
• [14:00] Future conflicts will be driven by energy and the economics of it
• [26:10] What will power our future? 

Connect with Daniel Turner here

• Twitter: @DanielTurnerPTF

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 

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. 

Outline of this Episode: 

[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 

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: 

• [1:30] A pivotal period of quitting 
• [10:40] Appreciating trades again 
• [17:55] We all need to resolve and make resolutions 

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: 

• [2:15]  How will the S&P 500 perform in 2022?
• [11:30] Just real quick: bonds 
• [12:50] Real estate will cool off, but still be hot 
• [16:25] Crypto needs to be more user friendly to climb
• [29:55] Can 2022 be the golden year for gold again? 

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 

• [2:10] The economic standpoint of mask mandates
• [12:55] Boosting the American economy.. What if? 
• [20:05] Everyone is still getting hurt by inflation 
• [21:40] Politics influences money 
• [30:00] Reactions to the PPI’s new high 

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: 

• [6:30] The economy’s immunity to Omicron 
• [10:55] The Fed is a great risk 
• [14:00] S&P’s issue with reliability 
• [20:45] History of the Indices 

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. 

Outline of this Episode 

• [02:39] Omicron and impulsive reactions 
• [06:30] Variants aren't a threat to the market –– an economic shutdown is 
• [11:10] Jay Powell must have heard last week’s episode 
• [17:10] The inflation crisis is about long-term gain, not short-term pain 
• [19:45] People are still spending but Black Friday has changed 

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 

• [2:58] Inflation at the front and center 
• [4:20] The average American gets hurt the hardest
• [5:40] Why saying “inflation is transitory” is a big lie
• [12:40] A supply chain crisis creates textbook inflation
• [14:50] The path we need to see inflation decrease again 

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?

This episode also includes some predictions on the future of electric vehicles as new motor companies enter the ring to compete with Elon Musk's Tesla.  Will there ever be a day when EV's replace the sound of every roaring engine?

The guys answer all these questions and more on Episode #102 of "The Capitalist Investor." 

Outline of this Episode 

• [2:30]  Peloton’s history of great highs and recent lows
• [4:00] The thrill of Peloton’s stock offering 
• [18:55] Electric vehicles, Tesla’s competition, the appeal 

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.”

Outline of this Episode

·       [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

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
•  Send Mark a message here
• The SWP Connect YouTube Channel

Connect with Luke Lloyd

• Twitter: @Lloydboyluke 
• Follow Luke on LinkedIn
• Send Luke a message here

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”.

Outline of this Episode

• [1:30] US–China relations and the nuclear-capable hypersonic missile testing.
• [4:50] Is China trying to become the world’s military AND economic superpower?
• [11:15] Is the supply chain issue going to result in more robotics and automation?
• [15:10] What are the capabilities space travel can bring to private business?
• [19:30] We need more politicians who aren’t politicians. 
• [27:00] How much do employers value college education?
• [30:30] The $0 Cost to Build Back Better (BBB). 
• [35:00] Are billionaires better at allocating capital than the Government?

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
•  Send Mark a message here
• The SWP Connect YouTube Channel

Connect with Luke Lloyd

• Twitter: @Lloydboyluke 
• Follow Luke on LinkedIn
• Send Luke a message here

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!

Outline of this Episode

• [2:10] Biden's IRS proposal and privacy.
• [4:11] What's the deal with the Billionaire Tax and the ever-changing narrative?
• [7:35] Can Crypto and Bitcoin provide privacy?
• [10:35] Is the IRS getting "stronger" and digging through people's data?
• [23:30] Is there something to be learned from China's Hundred-Year Marathon?
• [27:45] Finances & Spending: It doesn't matter for our Goverment, but it matters for our households. 

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
•  Send Mark a message here
• The SWP Connect YouTube Channel

Connect with Luke Lloyd

• Twitter: @Lloydboyluke 
• Follow Luke on LinkedIn
• Send Luke a message here

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.

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!

Yet people made hundreds of thousands, millions of dollars on it, right?  There is no question that that is valuable.  There's no question that it can be a big part of the future. I just think we have a long ways to go before it's mainstream.  The biggest thing that I see is regulation is a concern.  The U.S.  government doesn't know how to do this.   They want to start monitoring bank accounts that have $600 plus deposits.  Are we willing to let the IRS have the ability to do this?

Article Link:
https://www.cnn.com/2021/10/12/investing/jamie-dimon-bitcoin/index.html

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect with Tony Zabiegala

• Twitter: @TonyZabiegala
• Follow Tony on Linkedin
• Send Tony a message here
• Check out SWP's YouTube Channel

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!

Article link:  https://news.yahoo.com/4-big-risks-that-could-trip-up-the-stock-market-soon-goldman-160805923.html#:~:text=The%20investment%20bank's%20chief%20U.S.,4)%20slowing%20China%20economic%20growth

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect with Luke Lloyd

• Twitter: @Lloydboyluke
• Follow Luke on Linkedin
• Check out SWP's YouTube Channel

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!

Link:  https://www.kiplinger.com/investing/stocks/stocks-to-buy/603523/beaten-down-stocks-to-buy-on-the-dip

[10:44]  Deere & Co. (DE) is the world's leading agricultural equipment manufacturer, producing some of the most recognizable products in the heavy machinery industry.

[13:30] UBS Group (UBS) is the world's largest wealth manager, with $2.6 trillion in assets under management.

[16:40] Vertex Pharmaceuticals (VRTX) is a global biotechnology company that discovers and develops small-molecule drugs for the treatment of serious diseases.

[19:45] Visa (V) is one of the largest payment processors in the world.

[22:18] Dow (DOW) is a diversified chemical manufacturing company. It was formed as a result of the 2017 merger of Dow and DuPont (DD) and subsequent spinoff in 2019. It provides a world-renowned portfolio of advanced, sustainable and leading-edge products and solutions across high-growth market segments such as packaging, infrastructure and consumer care.


Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
• Check out Derek’s YouTube channel!

Connect with Tony Zabiegala

• Twitter: @TonyZabiegala
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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.

You're going to have some people that made millions and millions of dollars in crypto, and they're moving a lot of it over to the NFT world and they know about this stuff, and they're happy to help you with everything.

Eric Spray:
https://www.bafl.io/
Twitter: @espray21

Ben Phillips:
https://deadheads.io/
Twitter: @_benxit 

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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.

[5:10] Tony felt the best way to learn was to do it himself.  So with the help of Eric he started looking into how to buy an NFT.   Tony mentioned it was very similar to buying something on an eBay auction.

[7:51] Derek's path to buying NFTs was a little different.  He started with purchasing NBA Top Shot moments because it was similar to purchasing baseball cards as a kid.  The familiar idea of buying a pack and hoping to pull a rare card.

[10:00] So basically from following people on Twitter and watching YouTube videos about NBA Top Shot Eric was exposed to a whole nother world of NFTs out there.  People changing their profile pictures to these monkeys.  This was just the beginning of The Apes as they are commonly referred to. 

[13:40] A big part of NFTs is the social aspect of owning them, sharing what you own, and being a part of the "movement".   It isn't like you buy this and just move on... you become a part of it. 

[20:00] There is now a company that is making digital displays for your NFT.  You can have it in your home or office to share with your friends.  It is similar to owning a cool piece of artwork. 

Eric Spray:
https://www.bafl.io/
Twitter: @espray21

Ben Phillips:
https://deadheads.io/
Twitter: @_benxit 

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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!?

One would think that El Salvador coming out and saying that they were going to accept Bitcoin as a legal currency would be good, right? Shouldn't it also be good for crypto? Bitcoin did not respond positively to that news.  

Countries like El Salvador adopting Bitcoin as a currency and potentially even their national currency makes a lot of sense, at least in theory. We need to be watching to see if other countries in Latin America, who are also all very similar sociologically and financially, start adopting the same ideas.  How hard will the U.S. fight against it with the dollar being the reserve currency of the world? If we don't need the dollar as the reserve currency, because any currency can be readily converted into crypto, we lose our advantage.



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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. 

https://www.kiplinger.com/retirement/602564/questions-retirees-often-get-wrong-about-taxes-in-retirement
 
[3:50] When you retire, will your taxes be higher or lower than when you were working? Should I be putting all my money into a Roth IRA because it isn't taxable?

[7:20] Are my Social Security benefits taxable?

[11:04] Can you contribute to an IRA after you retire?

[12:10] Are withdrawals from IRA tax-free once you are retired?

[13:15] Are post-retirement rollovers from a 401(k) plan to a traditional IRA tax-free?

[14:56] Is the income you receive from an annuity you own taxable?

[15:50] At what age must holders of traditional IRAs and 401(k)s start taking required minimum distributions (RMDs)?

[18:35] Are RMDs calculated the same way for distributions from multiple IRAs and multiple 401(k) plans?

https://www.bankrate.com/retirement/ira-rmd-table/

[19:56] Do you have to take your first RMD by December 31 of the year you turn 72?

[21:17] If your spouse dies and you get a big life insurance payout, will you have to pay tax on the money?

[21:43] How valuable must an individual's estate be at death to be hit by federal estate taxes in 2021?

[23:00] If you're over 65, can you take a higher standard deduction than other folks are allowed?

[24:00] BONUS:  Should you pay off your mortgage before you retire?

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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. 

[2:30] Where are we at right now?  From the shortage of homes for sale, average price being right around $360,000, to the 18% appreciation over the last year.

[5:07] Houses were being sold 20% over the asking price.  100% seller's market.

[8:40] Will the housing market crash? Can the prices continue to go up?

[10:15] Homebuilders can solve many of these supply issues.  We have gone ten years without building homes.  How to invest in the housing market?  D shares his knowledge of Pulte Homes stock PHM as an investment option.

[14:45] Home buying season is coming to an end, especially in the Cleveland market.

[17:20] Are you close to retirement and thinking about buying a retirement home? 

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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?!

[4:50] Tony has Lifelock but Mark has an even better method of protecting your identity from being hacked.

[5:45] T‑Mobile Cybersecurity Incident Update

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.  

 [16:40] Randsoms are being paid in Bitcoin.

A business will fall victim to a ransomware attack every 11 seconds this year, according to research firm Cybersecurity Ventures. Some of them, like Colonial Pipeline, have admitted they don’t have a plan for when that happens.


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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?

[2:43] Buffalo Bills Want a $1.1 Billion New Stadium

Preliminary talks have begun between the owners of the Buffalo Bills, the State of New York, and Erie County as officials consider a pitch by the team to build a new NFL stadium. It’s one of the largest asks for public money in pro sports stadium negotiations: Pegula Sports and Entertainment, the team’s owners, have pitched a $1.5 billion proposal for a new stadium in Orchard Park and additionally help cover some renovation costs to the Pegulas' NHL Sabres arena in downtown Buffalo.

[5:00] Cleveland has lived through this before and is currently dealing with it

Tony remembers how the Browns left Cleveland under similar circumstances.  But what's really getting under Tony's skin is the new Indians name & also asking for new renovations. 

[11:00] Who Should Pay For These Stadiums?

How much income do cities gain from having a professional franchise?   Does the city gain from the investment?

[16:50] Super Bowl on Pay-Per-View?

Would you pay to watch the Super Bowl?  It is not unheard of to pay to watch a sporting event and it has been successful for the UFC, Boxing & WWE has a great track record of people paying to watch big events.

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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. 

[2:00] Robinhood’s IPO 

[14:40] Dangers for Novice Investors 

[19:10] Would We Own Robinhood? Our Criteria - Management Team, Growth and Valuation 

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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!

[3:12] Dark Pool Trading. What is it?

[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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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.
[1:38] Investors have a short term memory
[9:55] Twitter Trolls - Want to double their money overnight!! A true measure of how to evaluate a stock.

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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. 

[0:56] WWE Most Wanted Treasures Show
[2:58] What puts you in the ultra-high net worth category?
[5:13] Public Equities
[8:50] Private Equities
[13:18] TECH, FANG & Clean Energy
[15:10] Cryptocurrencies

Bloomberg Article
TIGER 21 https://tiger21.com/    @TIGER21

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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.

[2:39] What is sourcing hidden gem stocks?
[9:29] STEP ONE: Source the Names or Ideas
[20:41] STEP TWO: Do Your research
[27:58] Derek's Smoking Ribs Tips

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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. 

[1:26] Number 1: Decide what part of your financial help you need help with
[4:00] What a good financial advisor should be doing in the first meeting
[ 5:40] Number 2: Learn about the different types of financial advisors
[9:30] Number 3: Choose what financial services you want
[15:34] Number 4: Decide how much you can afford to pay for a financial advisor
[18:24] Number 5: Research a financial advisor
[21:09] Important question: Why a financial advisor is in this business?
[23:00] Number 6: Make sure they answer your questions directly
[24:14} BONUS Number 7: What makes you different from their competition?


What was discussed in this episode:
Forbes Article


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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?

[3:12] SWP's methodology in choosing stocks
[4:28] Who is investing in these stocks?
[5:58] Their takes on the AMC & Gamestop stocks
[8:44] What is Naked Brands?
[10:37] What is Humble?
[13:04] How you should approach these stocks?
[16:58] Micheal Burry's thoughts on these stocks article
[18:09] Melvin capital goes under from shorting Gamestop article

Resources & People Mentioned

AMC https://finance.yahoo.com/quote/AMC/
GAMESTOP https://finance.yahoo.com/quote/GME/
CLOVER HEALTH INVESTMENTS https://finance.yahoo.com/quote/CLOV/
WENDY'S https://finance.yahoo.com/quote/WEN/
NAKED BRANDS https://finance.yahoo.com/quote/NAKD/
HUMBLE https://www.humbl.com/
Wall Street Bets https://www.reddit.com/r/wallstreetbets/
SILVERGATE CAPITAL https://finance.yahoo.com/quote/SI/
Micheal Burry article
 

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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.

Mark & Derek discuss what has impacted people's retirements that caused people to push back their retirement.   What caused this?  What decisions were made that forced this?  Are you one of these people?

Outline of This Episode
[5:44] Retirement savings disrupted
[8:28] What would happen if you missed the 20 best days?
[11:27] 34% of workers feel less confident & 23% of retirees feel less confident
[ 23:05] What should people do to make sure they are not stopping their retirement? 

Resources & People Mentioned

CNBC Article https://cnb.cx/3wKgMY0

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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?

OUTLINE OF THIS EPISODE
[1:00} Recap the first two plans
[1:20] Number Three: Raise taxes on the step-up inherited property
[7:00] Number Four: Tax Carried Interest Taxed as Ordinary Income
[9:55] Number Five: Like-Kind Exchanges
[12:35] Number Six: Extend the business loss Limitation Rule
[14:24] Number Seven: Increasing Enforcement Activities



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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. It is only intended to provide
education about the financial industry. Please consult a qualified professional
about your individual needs.

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?


OUTLINE OF THIS EPISODE

[3:35] President Biden's six trillion dollar budget proposal
[5:00] Deficit spending to get out of a hole
[7:40] How the Ultimate Warrior is similar to the stimulus checks (greatest analogy ever)
[12:20] Number One: Increase the top income tax rate
[18:00] Number Two: Raising the capital gains tax

LINKS TO THINGS DISCUSSED
WWE LEGENDS https://www.biography.com/tag/wwe-legends

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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. It is only intended to provide
education about the financial industry. Please consult a qualified professional
about your individual needs.

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

• [1:23] What is activist investing? 
• [4:05] #1: First Energy stock
• [5:56] #2: Intel
• [8:18] #3: Kohls
• [11:58] #4: ExxonMobil
• [13:57] #5: Bausch Health
• [15:12] #6: Dannon Yogurt
• [16:50] #7: Elanco Animal Health
• [18:41] #8: Forward Air
• [20:21] #9: Delek
• [21:35] #10: Prudential
• [23:36] #11: ACI Worldwide
• [24:56] #12: Xerox
• 27:09] #13: Cubic

Resources & People Mentioned

• Get started with a $495 comprehensive financial plan at Your495Plan.com
• Carl Icahn: https://en.wikipedia.org/wiki/Carl_Icahn
• FirstEnergy: https://firstenergycorp.com/fehome.html
• Intel: https://www.intel.com/content/www/us/en/homepage.html
• Kohls: https://www.kohls.com/
• ExxonMobil: https://corporate.exxonmobil.com/
• Bausch Health: https://www.bauschhealth.com/
• Dannon Yogurt: https://www.dannon.com/
• Elanco Animal Health: https://www.elanco.com/en-us
• Forward Air: https://www.forwardair.com/
• Delek: https://www.delekus.com/
• Prudential: https://www.prudential.com/
• ACI Worldwide: https://www.aciworldwide.com/
• Xerox: https://www.xerox.com/
• Cubic: https://www.cubic.com/

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PODCAST FAST TRACK
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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

• [0:49] The importance of time horizon
• [3:08] What is the definition of a “hobby bucket?”
• [4:55] Listening to the talking heads on TV
• [9:12] Time horizons as it relates to financial planning
• [13:15] The 60/40 portfolio is outdated
• [15:52] Qualified and non-qualified funds

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Sell in May and go away stems from a saying in England, “Sell in May and go away and come back on St. Leger’s Day.” St. Leger’s Day is the last leg of the British Triple Crown (horse race) around mid-September. Everyone wanted to head out to the country to escape the heat. The basic gist of this saying is that from May–October the stock market experiences what’s known as weak seasonality. However, historically, May–October is typically still positive. So should you sell in May and go away? We share what we think you should do in this episode of The Capitalist Investor!

Outline of This Episode

• [1:04] Sell in May and go away
• [2:24] What the statistics tell us
• [9:35] What short-term investors should do
• [11:17] What long-term investors should do
• [12:48] The adage is a market-timing trap
• [16:54] Sell in May and go away is outdated

Resources & People Mentioned

• ADANI 

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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

• [0:30] The crypto conversation
• [6:13] Where is the market right now?
• [13:56] The dollar cost average strategy
• [17:45] Bitcoin + Ethereum
• [23:07] Speculative crypto

Resources & People Mentioned

• Blockfolio

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• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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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

• [3:02] Comparing the NFL draft to stocks
• [3:45] Risk-adjusted returns and draft lineup
• [4:31] Big-ticket players versus the hidden deal 
• [6:06] What position will the Browns pick?
• [8:23] Draft for need to find a complementary player
• [10:05] Sheldon Richardson: working in limited capital
• [15:40] Joe Thomas = the staple in your portfolio
• [16:22] Tom Brady [Super Bowl champion extraordinaire) 
• [18:22] Andrew Barry: Analytics and managing risk 
• [20:11] The biggest losses the Browns have taken

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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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

• [1:18] #6: Practice retirement spending now
• [3:37] #7: The Coronavirus hardship withdrawal 
• [4:29] #8: Reassess your post-crisis risk tolerance
• [6:12] #9: Consider part-time work in retirement
• [7:06] #10: Should you postpone your retirement?

Resources & People Mentioned

• Top 10 Retirement Planning Tips for 2021
• How to Plan for Rising Healthcare Costs

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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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

• [0:21] The booming housing market
• [3:33] It’s time to build more houses 
• [4:57] The challenges for home buyers
• [9:10] The headwinds facing the real estate market
• [12:59] The unexpected Miami real estate

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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What are the top 10 retirement planning tips for 2021? Forbes recently wrote an article outlining their top 10 tips—but are they legitimate? In this episode of The Capitalist Investor, we dissect their article and share what we think is the better strategy. Check it out!

Outline of This Episode

• [1:14] Tip #1: Be ready for early unplanned retirement
• [3:07] Tip #2: Deal with your debt immediately
• [5:35] Tip #3: Prepare a health insurance strategy
• [7:21] Tip #4: Maximize your HSA contributions
• [8:49] Tip #5: Understand your retirement income options

Resources & People Mentioned

• Top 10 Retirement Planning Tips for 2021
• How to Plan for Rising Healthcare Costs

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
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Connect With Mark Tepper

• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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The latest $1.9 trillion stimulus package—that included $1,400 per person—started hitting bank accounts recently. A recent report from Deutsche Bank looking at people between 32–54 years old, found they were planning to spend 37% of their checks on stocks. Half of those ages 25–34 planned to invest 50% of their stimulus money on stocks. With an upswing in spending in the stock market, which companies could benefit the most? Which do we think could be good picks? Listen to this episode to find out!

Outline of This Episode

• [2:00] The latest stimulus package passed
• [5:32] Two different ways to look at this
• [12:10] Expedia
• [13:43] Bank of America
• [14:53] Anheuser-Busch InBev
• [15:52] Coca-Cola
• [17:04] Southwest + Alaska Airlines
• [18:34] Disney
• [20:38] MGM & Caesars
• [22:02] Wyndham Hotels
• [23:38] VICI properties 

Resources & People Mentioned

• ‪11 Recovery Stocks That Could Get a Stimulus Spark‬

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
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• The SWP Connect YouTube Channel

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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

• [1:00] The Golden Rule of Investing
• [2:10] Don’t be left holding the bag
• [4:20] Are you investing—or gambling? 
• [6:42] Are you shooting for a home-run?
• [9:52] Be wary of the knuckleball
• [13:50] Do your homework

Resources and People Mentioned

• Nate Fischer
• Luke Lloyd

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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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

• [0:30] Pimping your performance
• [4:45] Outperformance in a diversified strategy
• [7:10] Catherine Wood of ARK Invest
• [11:32] The right risk concentration
• [12:14] Cheer on the success of others
• [15:07] There is a place for thematic strategies

Resources & People Mentioned

• Catherine Wood

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [1:22] Misbehavior costs you 
• [2:53] Confirmation bias
• [4:36] Information bias
• [7:34] Loss aversion
• [10:23] Oversimplification tendency
• [12:30] Hindsight bias

Resources & People Mentioned

• The Tesla Cybertruck
• Apple

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [2:03] Warren Buffett’s 21 portfolio moves
• [2:45] The stocks that Warren Buffett dumped
• [12:43] Warren Buffett’s buys
• [21:13] Our final takeaway: does anyone care?

Resources & People Mentioned

• 10 Stocks Warren Buffett Is Buying (And 11 He's Selling)

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [0:25] Cannabis in the stock market
• [6:08] The US-based cannabis companies
• [8:32] Stock #1: Green Thumb (GTBIF)
• [10:26] What the numbers tell us
• [16:42] Stock #2: Curaleaf (CURLF)
• [21:58] Stock #3: Turning Point Brands (TPB)
• [23:20] The ETF options for cannabis stocks
• [24:08] Are you too late to the party?

Resources & People Mentioned

• Curaleaf
• Green Thumb
• Turning Point Brands
• Marijuana sales in 2020

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [0:25] Jeff Bezos is stepping down
• [3:18] What role should Bezos play?
• [8:57] Where did Amazon start? 
• [9:53] The new CEO: Andy Jassy
• [12:44] Will the change impact Amazon?

Resources & People Mentioned

• Jeff Bezos
• Andy Jassy
• Tim Cook 

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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What should you implement in your day-to-day investing? What are some key things you can do to improve your probability of successful investing? In this episode of The Capitalist Investor, we share six actionable lessons investors can take and implement now. Don’t miss it!

Outline of This Episode

• [1:42] 6 Actionable Lessons for Investors 
• [2:28] Lesson #1: Nobody ever went broke taking a profit
• [5:05] Lesson #2: Take calculated risks
• [7:15] Lesson #3: Play with the house’s money
• [9:05] Lesson #4: Excesses are never permanent
• [10:48] Lesson #5: Know your exit strategy
• [12:33] Lesson #6: Above all—stay disciplined

Resources & People Mentioned

• DermTech
• Silvergate

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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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

• [1:40] The Super Bowl Indicator
• [5:00] The indicator has been wrong 5 years straight
• [7:07] A better indicator: The equity risk premium
• [9:06] The 50-day and 200-day moving average
• [12:18] Our Super Bowl predictions

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• Twitter: @MarkTepperSWP
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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

• [1:10] The background on GameStop and AMC
• [4:20] The lowdown on short-sellers
• [11:11] Why this is so dangerous for the retail investor
• [13:56] It’s a pump and dump scheme
• [18:19] What is the stock actually worth?

Resources & People Mentioned

• Reddit
• GameStop
• AMC

Connect with Derek Gabrielsen

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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

• [2:08] Let’s judge the presidents
• [3:53] Herbert Hoover
• [5:20] George W. Bush
• [8:48] Grover Cleveland
• [9:56] Richard Nixon
• [11:43] Donald Trump
• [13:35] Barack Obama
• [14:59] Bill Clinton
• [18:10] Calvin Coolidge
• [20:06] The bottom line is...

Resources & People Mentioned

• Kiplinger: The Best and Worst Presidents
• The Smoot-Hawley Tariff
• The History Channel: Grant
• The History Channel: Watergate

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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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

• [1:40] “As goes January, goes the year.”
• [5:06] Is history really on its side?
• [7:00] The game is constantly changing
• [12:53] Do we buy into the hype?
• [15:52] It’s just another data point
• [16:43] A friendly bet to launch 2021

Resources & People Mentioned

• Modern Monetary Theory
• BOOK: Unknown Market Wizards

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [1:28] The importance of financial fitness
• [5:27] #1: Recognize that everyone's situation is unique
• [7:13] #2: Find a trainer to hold you accountable
• [9:18] #3: Document your starting point 
• [10:40] #4: Identify your goals 
• [13:48] #5: Trim the fat from your budget
• [15:47] #6: Track your progress
• [18:17] #7: Establish a routine
• [21:42] #8 Regularly workout every element
• [23:44] #9: Refuel with regular research
• [26:24] #10: Pace yourself and be patient

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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Are moving theaters going extinct? What will it take for a movie theater to survive? What will the value proposition need to change to? In this episode of The Capitalist Investor, we talk about how the COVID-19 pandemic impacted this industry. We touch on where the stocks are at, the bombshell that Warner Bros. dropped, and whether or not we see a recovery coming. If you’re a movie buff, don’t miss this one!

Outline of This Episode

• [1:06] Is this the death of movie theaters as we know it?
• [3:55] The shift toward home movie theaters
• [4:42] Has Hollywood lost its glamour?
• [6:05] Movies going straight to streaming
• [10:33] What will things look like moving forward?

Resources & People Mentioned

• Warner Bros.
• HBO Max
• IMAX
• Marcus Theatres
• AMC Theatres
• Cinemark

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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

• [2:36] What is a SPAC?
• [4:57] Our take on SPACs
• [9:07] The recent SPACs
• [10:36] Our final thoughts on SPACs

Resources & People Mentioned

• Chamath Palihapitiya
• Virgin Galactic
• DraftKings
• SPAK ETF

Connect with Derek Gabrielsen

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IPOs have been all the rage. So in this episode of The Capitalist Investor, we made a list of 15 IPOs that will be launching soon. We share what they are, what their valuation looks like, and whether we would “buy” them or hit “pass.” If you want a candid take on the world of IPOs, don’t miss this episode! 

Outline of This Episode

• [1:07] The 15 hot upcoming IPOs
• [2:03] #2: DoorDash
• [4:33] #1: Roblox
• [5:43] #3: The Wish App 
• [7:07] #4: Airbnb
• [9:37] #5: C3.ai
• [12:43] #7: Bumble
• [16:11] #8: AppLovin 
• [17:15] #9: Instacart
• [19:08] #10: ThoughtSpot
• [20:39] #11: Petco
• [22:12] #12: UI Path
• [23:49] #13: Oscar Health Insurance
• [25:54] #14: Nextdoor
• [27:27] #15: Ascensus
• [28:37] Our top picks

Resources & People Mentioned

• DoorDash
• Roblox
• Wish
• Airbnb
• C3.ai
• Affirm
• Bumble
• AppLovin
• Instacart
• ThoughtSpot
• Petco
• UiPath
• Oscar
• Nextdoor
• ascensus

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [1:59] The Bitcoin Bonanza
• [4:43] Is Bitcoin still a speculative play?
• [8:35] How much should you invest in Bitcoin?
• [13:09] The #1 catalyst for explosive growth
• [15:42] Why you should play with the house’s money
• [17:53] Is Bitcoin the equivalent of digital gold? 
• [21:34] Swag available: Nike hoodies and sweatshirts

Resources & People Mentioned

• Bitcoin
• Chainalysis

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [2:41] Brick & Mortar retailers
• [6:09] Best childhood Christmas gift
• [7:48] The winners and losers of retail
• [10:13] Nordstrom, Macy’s, & Kohls
• [12:43] Walmart, Target, Lowes, and Hope Depot 
• [15:10] Under the radar holiday shopping stocks

Resources & People Mentioned

• Activision Blizzard
• iRobot

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [3:41] Myles Garrett: the steady out-performer
• [7:55] Kevin Stefanski: the “handsome” stock
• [13:21] Odell Beckham Junior: the under-achiever
• [18:42] Jarvis Landry: Mr. Consistency
• [20:10] Nick Chubb and Kareem Hunt: The workhorses
• [23:09] Baker Mayfield: the love/hate relationship
• [26:16] Bill Belichick: the stock that got away
• [29:13] Josh Gordon: stay-at-home stock
• [32:08] The Browns overall stock picks
• [35:20] Where is the Browns season heading?

Resources & People Mentioned

• Penn National Gaming
• Amazon
• Apple
• Beyond Meat
• Disney Plus
• Nautilus
• Peloton
• T.J. Maxx

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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Anyone watch Dave Portnoy’s One Bite Pizza Reviews? In the spirit of Dave’s review system, we’re going to do our own Barstool Pizza Ratings—but for stocks. Listen to this episode of The Capitalist Investor to see how we rate different sectors of the stock market based on how we think they’ll perform. Don’t miss this fun episode!

Outline of This Episode

• [1:27] Pizza ratings for stocks
• [2:08] Cloud stocks
• [3:07] Home improvement 
• [4:19] The big tech space
• [5:40] Large-cap stocks
• [8:11] Small-cap stocks
• [10:03] Healthcare
• [11:48] Consumer staples
• [15:08] Utilities
• [16:11] Energy
• [19:03] Travel
• [23:30] Our favorite pizza!

Resources & People Mentioned

• BOOK: Unknown Market Wizards
• David Portnoy’s One Bite Pizza Reviews

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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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

• [1:00] What are we thankful for?
• [5:14] The stock market
• [6:32] The rise of technology
• [8:00] Capitalism will survive the election
• [11:09] Active investment management
• [16:22] Family + health
• [16:53] Low interest-rates
• [18:00] Shoutout to listeners!

Connect with Derek Gabrielsen

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Traditional asset allocation models are going extinct. The 60% stocks 40% bonds portfolio split that you’ve been taught your whole life isn’t going to work like it used to. It’s time to think differently. When we came out of the global financial crisis, we could “set it and forget it” because interest rates on bonds were coming down. 

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

• [2:00] Why the 60/40 Portfolio is Dead
• [6:05] The purpose of the fixed-income allocation
• [8:17] Our top fixed-income alternatives
• [13:48] Why you NEED to make some changes
• [15:38] Why annuities can be an effective option
• [18:33] Our final takeaways on asset allocation

Resources & People Mentioned

• Bloomberg Article
• Bowie Bonds
• Blackstone

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Now that everyone has spent a significant amount of time in their homes due to the Coronavirus pandemic, we’re seeing a surge in home improvements. People are pulling money from the vacations that they would’ve had and are investing it into their home. But be careful—some improvements won’t add value. Which 11 improvements are worth investing in? What will raise the value of your home? In this episode of The Capitalist Investor, we walk through Kiplinger’s article “11 Home Features Today's Buyers Want Most”. We share our thoughts on each item—and throw in a bonus feature. Check it out!

Outline of This Episode

• [1:58] 11 Investments in Your Home That Pay Off
• [5:58] #2: Energy-efficient windows and appliances
• [7:04] #3: An outdoor living space adds value
• [8:10] #4: The affordable value-add—a ceiling fan
• [9:05] #5: You NEED garage storage space
• [9:46] #6: Exterior lighting is important
• [10:42] #7: Install a walk-in pantry
• [11:53] #8: Do hardwood floors add value?
• [13:36] #9: Walk-in closet in the master bedroom
• [15:04] #10: Add an eat-in kitchen
• [15:47] #11: Are dining rooms outdated?
• [18:09] Yes or no: Should you add a pool?
• [19:44] How does this impact you financially? 
• [20:28] Swag-time!

Resources & People Mentioned

• 11 Home Features Today's Buyers Want Most

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
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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

• [1:05] We talk election-proof stocks
• [3:07] The fantasy football play
• [4:27] The consumer play will remain strong
• [8:09] The home builder/home improvement industry
• [11:52] The infrastructure package
• [15:43] Tech + healthcare
• [21:10] International stock options
• [22:00] The impact of a democratic sweep

Resources & People Mentioned

• Gavin Newsom on Gasoline-Powered Cars

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
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• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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What stocks are SO spooky that we recommend you run away fast? What stock picks hold more risk than reward? When we build out stock portfolios, there are only a finite amount of positions. So we aren’t going to take gambles. We’re trying to get the best ideas in there and avoid the loser picks. So in this episode of The Capitalist Investor, we share some “spooky” stocks you may want to avoid in the near future. All of the stars and planets must align for a lot of these plays to work out. 

Outline of This Episode

• [0:24] Spooky Stock Picks: Proceed with Caution
• [4:44] Stimulus or no stimulus? That IS the question
• [7:45] Spooky Stock Sector #1: The entertainment industry
• [12:02] Spooky Stock Sector #2: Travel and tourism
• [16:00] Spooky Stock Sector #3: Retail + office space
• [20:29] All about The Capitalist Investor swag
• [22:51] Bonus Spooky Stock Sector: energy

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• Send Derek a message here
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Connect With Mark Tepper

• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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The first presidential debate was nothing short of a clown show. The market hates uncertainty. The presidential debate debacle didn’t help on that front. Trump should’ve won the debate. Instead, he gave Biden a low threshold to overcome. Chris Wallace was getting railroaded with zero control of the debate. What does this mean for the upcoming debates? What does it mean for the election? We share our thoughts on the research and polls in this episode of The Capitalist Investor.

Outline of This Episode

• [0:21] Presidential Debates
• [3:02] Update on the betting odds
• [5:44] The clown show (AKA debate) 
• [9:05] Takeaways from the debate
• [14:24] Expectations for debate #2
• [16:56] The chances of a democratic sweep

Resources & People Mentioned

• Donald Trump
• Joe Biden

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here
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• Twitter: @MarkTepperSWP
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• The SWP Connect YouTube Channel

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What do Snowflake, TikTok, and tech stock all have in common? They’re ALL trending news this week. In this episode of The Capitalist Investor, we’re sharing our take on the latest news. We talk about how the Snowflake IPO broke records. We talk about how TikTok has taken the world by storm. We’ll also share our thoughts on the tech pullback. Don’t miss it!

Outline of This Episode

• [2:02] The Snowflake IPO
• [8:29] The TikTok drama
• [16:40] The tech pullback

Resources & People Mentioned

• Snowflake
• Cloudera
• Oracle

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Apps like Robinhood, Acorns, and Stash have disrupted the investment industry. When Robinhood launched a zero cost-per-trade platform, it forced the big three (TD Ameritrade, Schwab, and Fidelity) to follow suit. But these trading apps are doing more than just impacting trade costs. How are the trading apps impacting and changing the game of investing? Is it for better—or worse? Listen to this episode of The Capitalist Investor to hear our take.

Outline of This Episode

• [0:46] Keeping the app theme going: investments apps
• [4:16] Robinhood has been all the rage
• [17:08] Where Acorns fits into the game
• [20:52] Think or Swim, TD Ameritrade, E-Trade, & Fidelity
• [23:23] Key takeaway: investing is NOT a game

Resources & People Mentioned

• Robinhood
• Acorns
• thinkorswim
• E*TRADE
• Fidelity
• STASH

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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• The SWP Connect YouTube Channel

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Football is BACK! At least for now, the NFL season is kicking off, 6,000 fans are allowed in the Browns Stadium—and we couldn’t be more excited. So Derek and I thought this would be the perfect time to talk about the rise of sports betting. In this episode of The Capitalist Investor, we share some pertinent stats, talk about the expected growth of the industry, and share how YOU can take advantage of the uptick in sports betting with stocks. Do not miss this one!

Outline of This Episode

• [0:19] It’s finally September: Football is back!
• [1:45] The different ways to bet on sports
• [4:31] The sports betting industry is expected to 10x
• [7:48] Statistics by the American Gaming Association 
• [10:41] A conversation about fantasy football
• [12:30] The first way to play: DraftKings
• [19:02] Some numbers to leave you with

Resources & People Mentioned

• Visit Your495Plan.com for a $495 comprehensive financial plan!
• DraftKings
• Penn National Gaming Inc.
• American Gaming Association Statistics

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
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• The SWP Connect YouTube Channel

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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

• [1:13] Is Warren Buffet washed up?
• [4:46] Dave Portnoy’s marketing genius
• [7:31] The differences between investing and trading
• [16:10] Warren Buffett is a value investor
• [19:48] Value investing vs. growth investing
• [26:29] Warren Buffett and Dave Portnoy are just different

Resources & People Mentioned

• iShares Russell 1000 Growth ETF
• iShares Russell 1000 Value ETF
• Dave Portnoy
• Warren Buffett

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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Connect With Mark Tepper

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• The SWP Connect YouTube Channel

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There are a lot of incorrect financial plans out there. The last thing you want is to think you have the perfect retirement planned—only to find out you’ll come up short. Many companies or financial advisory firms advertise “free” or “cheap” goal-based retirement plans. The truth is, anyone can generate a goal-based plan—but why do we think that’s not good enough? How should you build an accurate financial plan? Listen to this episode of The Capitalist Investor to find out! 

Outline of This Episode

• [0:20] How to build an accurate financial plan
• [2:57] Capital market return expectations
• [9:05] Why a goal-based financial plan will fall short
• [15:12] Calculating on straight-line returns
• [20:35] How tax is calculated in planning software
• [23:38] Why you should update your financial plan often

Resources & People Mentioned

• Monte Carlo Simulation

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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What are the 5 things you can do NOW to retire early? Is it even feasible? What would your life have to look like to retire by 30? What about by age 40? In this episode of The Capitalist Investor, we share 5 things that we think are key to building a retirement income—and if we think it’s possible. We also share what you can do to get ahead as quickly as possible. Don’t miss this one! 

Outline of This Episode

• [0:24] The 5 keys to retiring early
• [3:00] Key #1: Live within your means
• [5:01] Key #2: Pay yourself first (save)
• [12:44] Key #3: Don’t misbehave
• [14:25] Key #4: Have multiple streams of income
• [19:01] Key #5: Build a financial plan—and follow it
• [22:29] Why you should rollover your 401k plan 
• [24:43] Why an optimal distribution strategy matters 

Connect with Derek Gabrielsen

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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

• [0:41] Where does the market go from here?
• [6:10] Why you should trim your positions
• [7:12] The Obama and Trump administration returns tell us…
• [16:23] What Wall Street is projecting for 2021
• [20:12] What catalysts could take the market higher?

Connect with Derek Gabrielsen

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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

• [0:25] The staycation trend—and how to trade it
• [6:13] No need for season tickets for the Cavaliers
• [7:34] Recognizing the value of the outdoors
• [9:35] Are staycations here to stay?
• [13:48] Play this trade through the homebuilders
• [16:33] DIY on the rise: Home Depot and Lowes
• [18:40] Cornering the home gym market
• [22:18] One store is making a comeback

Resources & People Mentioned

• D.R. Horton
• Pulte
• Ryan
• Houzz
• Peloton

Connect with Derek Gabrielsen

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Some people think we should convert all of our cash to gold and hide in a bunker for the rest of our lives. Others think we should invest all of our money into Bitcoin because they believe it will grow from $9,000 to $1 million. While both of these scenarios seem ridiculous, it’s important to talk about how they both fit into your investment strategy. In this episode of The Capitalist Investor, Derek and I explain WHY we think you should own them as part of your overall investment portfolio and what percentages it might make sense to own.

Outline of This Episode

• [0:35] Gold, Bitcoin, and Crypto: good investments? 
• [5:23] Gold is effective as a deflation hedge
• [7:42] The different ways you can purchase gold
• [11:25] Why you need to offload your losers
• [13:28] The proper allocation of gold in your portfolio
• [17:53] Should you add Bitcoin to your investment mix?

Resources & People Mentioned

• Blinkist

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
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The Paycheck Protection Program (PPP) loan recipients are being targeted and shamed by the mass media and social media. Why is this happening? Why is a smear campaign of businesses running rampant right now? In this episode of The Capitalist Investor, we talk about the misconceptions being perpetuated about the PPP loan, why they’re unfair, and what we should be doing instead. 

Outline of This Episode

• [0:16] The Paycheck Protection Program
• [3:50] Why are businesses being demonized?!
• [6:53] The PPP Loan isn’t a bailout
• [8:29] The $1,200 stimulus check
• [11:39] Capitalism is NOT dead
• [13:10] The NEXT stimulus package?
• [16:33] America needs to come together 

Resources & People Mentioned

• The Paycheck Protection Program

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
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In this episode of The Capitalist Investor, we have the honor and privilege of speaking with Rob O’Neill. Rob is a former Navy SEAL and special operator and he's one of the most highly decorated combat veterans of our time. He was a team leader with a Naval special warfare development group—otherwise known as SEAL Team Six. 

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

• [0:16] Rob O’Neill—a TRUE American Hero
• [4:55] The Bin Laden mission
• [9:08] What was the mindset heading into the mission? 
• [19:24] WHat was the mindset once they reached safety?
• [21:47] Rob’s take on “That’s not my President” 
• [28:35] Has America truly become a selfish nation
• [33:18] The Washington Redskins
• [37:33] Defunding the police
• [41:30] What is Rob doing now? 
• [43:56] How to connect with Rob

Resources & People Mentioned

• Rob’s Book: The Operator
• Rob’s Official Website
• Rob on Twitter
• Special Operators Transition Foundation
• Trump Prioritizes Job Skill over College Degree
• Seawolf Brewery

Connect with Derek Gabrielsen

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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

• [0:16] Why you NEED a Financial Backup Plan
• [4:13] What having kids teaches you about the economy
• [6:42] You need to prepare for the “what-ifs” in life
• [12:45] Why you need a robust financial plan
• [15:44] Have a deep understanding of your risk tolerance
• [17:22] The importance of properly allocating your assets
• [19:18] There is NO one-size-fits-all investment strategy 
• [20:17] Financial backup plans are a game changer

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Who is going to win the 2020 election? Will Trump be reelected? Or will Biden knock out the incumbent president? In this episode of The Capitalist Investor, we handicap the 2020 election. There are a lot of things we can watch to determine who might win the election in November. We’ll talk about some statistics about the election, look at the accuracy of polls, and give you what we think will be the best indicator of who will win the election. And no—we don’t recommend trusting the polls. Don’t miss it!

Outline of This Episode

• [0:15] Betting on Madden simulations 
• [1:33] Handicapping the 2020 presidential election
• [2:43] Statistics on the results of elections
• [7:18] What is the motivation to get back to work?
• [8:35] Handicapping the 2020 election: what do the odds tell us?
• [9:33] Should we factor in the polls?
• [11:47] What to watch in the stock market
• [15:33] The potential impact on healthcare
• [16:07] The performance of companies generating revenue from china
• [17:54] The best indicator of who will win the election

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• Twitter: @DerekGabrielsen
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What should your post-crisis investment playbook look like? How should you adapt your portfolio to fit the “new normal” that we’re engrossed in? There will be clear winners and losers moving forward. Absent a cure or vaccine for COVID-19, you can’t expect stocks to get to levels they were before this. You’re going to need a different investment strategy. In this episode of The Capitalist Investor, we talk about the 5 things you need to do to adjust your portfolio to the new normal. 

Outline of This Episode

• [1:58] 5 Ways to transition into the new normal
• [3:45] #1: Reposition your holdings
• [10:57] #2: Cancel your autopilot
• [14:28] #3: Be tactical with your decisions
• [17:19] #4: stress-test your portfolio
• [20:27] #5: Make a financial plan

Resources & People Mentioned

• Check out our YouTube Channel!

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• Twitter: @DerekGabrielsen
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“Is a vacation home an investment?”

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

• [1:10] Is a vacation home an investment or pure consumption?
• [3:01] Should you pay off your mortgage when you retire?
• [6:56] We break down the vacation home investment math
• [14:09] What if you plan on renting out your vacation home
• [17:03] Considering in the removed cost of vacations
• [18:31] Mortgage applications rebound 21%
• [21:47] Real estate is one of the most misconstrued investments out there

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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

• [1:25] Derek’s 1st experience with investing
• [5:19] How collecting baseball cards shaped us
• [7:32] The lessons learned from Mr. Coffee 
• [11:34] Learning about stocks and mutual funds
• [13:18] Baseball cards and the stock market
• [20:13] The law of supply and demand
• [21:00] What trading cards with friends taught us
• [22:18] Too many baseball card brands on the market
• [23:47] The bottom line: baseball cards aren’t worth much

Resources & People Mentioned

• Honus Wagner
• Honus Wagner Baseball Card
• Beckett Magazine
• Home Run Derby
• The Plain Dealer
• Potato Perfect

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Every recession has been preceded by some sort of ‘bubble’. The dot-com bubble was because internet-based companies were over-valued significantly—until their lack of revenue was brought to light and that bubble burst. The 2008 housing market crash was largely due to a real estate bubble and people receiving NINJA loans (No income, no jobs, no assets). 

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

• [0:15] The permanent destruction to the economy 
• [3:50] What is the bubble this time?
• [5:35] Commercial real estate will never recover
• [7:56] Companies forced to embrace “work from home” 
• [10:20] The employee bubble IS bursting
• [13:10] The National Bureau of Economic Research
• [15:52] Transforming moments in the future
• [20:28] What will be different with commercial real estate?

Resources & People Mentioned

• Mohamed A. El-Erian
• National Bureau of Economic Research

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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

• [0:15] Joe Rogan: inspiration for the little guys
• [1:32] Why Joe is dumping YouTube for Spotify
• [3:23] Joe Rogan doesn’t have to change for anyone
• [5:45] The straw that broke the camel's back
• [7:28] Joe Rogan’s shift towards capitalism
• [11:28] Hollywood is predominantly left-wing
• [15:55] Allow people to assume their own risk
• [19:28] Capitalism is all about the freedom to choose

Resources & People Mentioned

• Joe Rogan Podcast
• Joe Rogan on Twitter
• Tom Green
• Alex Jones
• California to Revoke Alcohol Licenses
• Detox water

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Mark Tepper on Twitter: @MarkTepperSWP
Todd Gordon on Twitter: @toddgordonria

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What do Elon Musk and Michael Jordan have in common? Capitalism. While Elon claims he’s a socialist, many of his words and actions prove otherwise. The docuseries “The Last Dance” that heavily features Michael Jordan is trending right now—it flaunts a VERY capitalist comment from Michael. Listen to this episode for a spirited discussion about capitalism—and how democrats can be capitalists too. 

Outline of This Episode

• [1:50] Why Elon Musk is a capitalist
• [4:12] The pandemic has forced the public to pick sides
• [6:40] What IS the truth that people should know?
• [11:37] “Republicans buy sneakers too”

Resources & People Mentioned

• The Last Dance Documentary
• Elon Musk
• Elon Musk’s Twitter
• Book: The Wealth of Nations
• Book: Capitalism and Freedom
• Harvey Gantt

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The COVID-19 pandemic has made one of the biggest impacts on the world of sports since World War II—when the Olympic games were canceled twice. The NFL, NBA, NHL, MLB, etc. have all had their seasons suspended or impacted in one way or another. While it may seem low on the list of priorities, the psychological impact of cancelling sporting events can be devastating. Listen to this episode of The Capitalist Investor as we chat about WHY America needs sports to cope with this pandemic. 

Outline of This Episode

• [1:05] An episode all about SPORTS
• [3:00] Major League Baseball
• [8:28] Football releases schedules
• [10:20] NBA did get hit by COVID-19
• [10:56] We need to remain positive as a country
• [12:39] Golf: the highlight of sports
• [14:32] A look forward into the fall

Resources & People Mentioned

• Dolphins Allowing Fans in Stadium
• Fox on NFL Fans Returning to Stadiums
• Trash Talking Par for the Course

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Kenny Polcari kenny@kacecapitaladvisors.com

Twitter: @KennyPolcari

https://www.slatestone.com/2020/05/time-to-celebrate/

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Some weird things are happening in the economy—unemployment rates are climbing, but the stock market is performing. There is a complete disconnect happening. Why is that dangerous? The market has gotten ahead of itself. We don’t want our listeners diving back into stocks headfirst only to get blindsided when we see a nosedive in the market again. 

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

• [2:17] The US Economic News Release
• [5:24] eCommerce is the net winner
• [7:19] Oil + Energy will continue struggling
• [8:23] How the travel industry is being impacted 
• [10:26] Regional flights will likely suffer
• [12:23] Real Estate: winners and losers
• [14:44] Will the unemployment rate lower soon?
• [17:45] Paint a realistic picture of the stock market

Resources & People Mentioned

• US Economic New Release
• Allbirds

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Passive investing has been all the rage—while active management has been slammed over the last decade. Why is that? Why does passive investing fare so well? Listen to this episode of The Capitalist Investor to hear why we think the tides are turning. We are going to see a shift towards active investing. 

Outline of This Episode

• [0:16] Why passive investing has been so successful
• [4:55] Understanding the rise of passive ETFs
• [7:53] How to use “passive” ETFs to your advantage
• [10:40] Digging into the holdings in the S&P 500 ETF
• [15:25] The main argument for active investing

Resources & People Mentioned

• S&P 500 ETF
• Russell 2000 Index

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Antibody testing will be a game-changer when it comes to relieving the fear in the United States and around the world. The media has only served to spread fear and panic, eventually leading to the closure of most of our economy. Done under the guise of “saving lives”—what is it costing us? Over 20 million people unemployed? A steep recession, if not an economic depression? We can’t allow the cure to be worse than the problem. Listen to this episode of The Capitalist Investor for the facts about Coronavirus antibody testing—not fiction. 

Outline of This Episode

• [0:15] The global mortality rate that’s published
• [2:54] What do we need to do to reopen the economy?
• [6:51] We need to start opening businesses back up
• [8:17] CVID-19 Antibody tests are the solution
• [12:35] The REAL statistics that media outlets won’t report
• [17:30] The bottom line: listen to the facts—not the fiction

Resources & People Mentioned

• COVID-19 Antibody Seroprevalence in Santa Clara County
• USC COVID-19 Antibody Testing Results
• New York City Antibody Testing Results
• Germany Test Results

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What will the psychological impact of the recession look like? What are the short, medium, and long-term impacts of the economic shutdown on consumers and business owners? Will the economy reopen May 1st? Or be pushed further out—possibly to June 1st? In this episode of The Capitalist Investor, Derek, Nate, and I discuss what our future may look like. It’s an episode packed with hypotheticals, meant to be thought-provoking and eye-opening.

Outline of This Episode

• [0:15] What 2nd quarter GDP tells us about the financial impact
• [2:25] The curve appears to be flattening—but the data is skewed
• [5:48] Now is NOT the time to go house shopping
• [7:47] What will consumer behaviors look like when we reopen
• [12:58] Commercial Real Estate may no longer be a safe bet
• [16:02] Humans were meant to connect—not isolate
• [17:15] The Bottom-line: We need more information
• [19:34] Understanding the psych of the small-business owner

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In this episode of The Capitalist Investor, Nate Fischer—the Chief Investment Strategist at Strategic Wealth Partners—joins me to hash out: Are we in a bull market or a bear market?

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

• [1:56] The definition of a bull market/bear market
• [3:19] 2nd quarter GDP predictions
• [6:32] How the economy emerged from the great recession
• [10:45] Will we see the deepest recession ever? 
• [13:43] How small businesses are being impacted
• [15:35] Will we surpass this year's stock market high?
• [17:15] The uncertainty of the upcoming election
• [17:50] When will the economy and market be whole again?

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What do you do if you’re retired and you need to withdraw money from your retirement portfolio to sustain your standard of living? No one wants to sell their stocks when the market is down 20%—and it’s NOT the smart thing to do. But what options are available? In this episode of The Capitalist Investor, Derek and I share 3 spending strategies that help you avoid taking a loss on your stocks during a bear market. 

Outline of This Episode

• [1:08] Don’t sell your stocks—live off your bonds
• [5:00] Consider a home-equity line of credit
• [8:00] securities-based Lending

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The Coronavirus is front and center and has left us all wondering: What do we do with our portfolios? Do we position ourselves to take advantage of the rebound when it happens? April 1st is the beginning of a new quarter and when most people rebalance their portfolio. In this episode of The Capitalist Investor, Derek and I talk about how you should position your portfolio. We also talk about asset classes and industries that will do well—and those we think might tank. Don’t miss it! 

Outline of This Episode

• [0:26] How should we be positioning our portfolios? 
• [1:25] Why you NEED to rebalance your portfolio quarterly
• [5:04] Develop a plan and stick to it at all costs
• [6:11] Why the small-cap industry will under-perform
• [11:22] The industry outlook on department stores
• [14:32] Should you invest in Boeing and the airlines?
• [15:48] REITs that you may want to consider
• [19:11] Could infrastructure Investing be the next big winner?
• [20:32] Individual stocks are being unfairly punished 

Resources & People Mentioned

• Vanguard Best Practices for Portfolio Rebalancing 

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There is no question that we have a student loan problem in our nation, many are calling it a crisis. All of the candidates for President of the United States are touting solutions to the problem, as they should be.

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

• [0:32] Student Loan debt: It’s a crisis we must face and fix
• [1:04] What’s the mindset we need to have in fixing this problem? J.F.K. told us
• [2:00] Stats that impact the way we understand the crisis
• [5:08] Political candidates are placing blame on Capitalism. Is it at fault?
• [9:36] The solutions being offered to the student loan problem are not workable for this reason
• [12:54] Price competition is the only solution - here’s why

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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

• [1:22] Misbehavior costs you 
• [2:53] Confirmation bias
• [4:36] Information bias
• [7:34] Loss aversion
• [10:23] Oversimplification tendency
• [12:30] Hindsight bias

Resources & People Mentioned

• The Tesla Cybertruck
• Apple

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Here’s the deal: A Joe Biden presidency will impact the economy and your portfolio—likely not in a good way. Literally. I’m serious. That’s not Hyperbole. Anyway, ‘Bidenisms’ aside, he has taken the lead and is expected to win the Democratic nomination. In this episode, we’ll talk about Biden’s policies, the impact of his presidency, and how it will affect investors.

Outline of This Episode

• [0:25] The impact of a Joe Biden presidency
• [1:20] The best and worst democratic debaters 
• [4:38] Creepy Joe now taking a resounding lead
• [6:21] What caused the rise of Biden?
• [9:10] Joe Biden’s policies and narrative
• [15:18] How a Biden presidency impacts your portfolio
• [18:48] What the S&P 500 tells us

Resources & People Mentioned

• Tax Policy Center: Biden’s Tax Proposal
• Joe Biden’s Policies
• The S&P 500 link to elections

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Investing in IPOs is a hot topic because the companies in this category are typically in a very impressive growth curve. There’s lots of optimism and hope surrounding them. But there’s also a lot of hype. How are they performing? Are they over-valued in the market? You need to look at their management teams, their growth, and their valuation. In this episode, we take a deep-dive into IPOs and whether or not most are worth an investment. 

Outline of This Episode

• [0:27] The hype surrounding IPOs is just that—hype.
• [1:15] IPOs are boom or bust—speculative at best
• [3:23] Valuation is the area where IPOs have issues
• [4:45] The impact of the recession on the S&P 500
• [7:49] Dealing with changing interest rates
• [9:26] The decrease in publicly traded and increase in private capital assets
• [10:39] Understanding IPO prices versus first trade price
• [15:10] Peloton takes advantage of the high valuation of software companies
• [18:10] Two takeaways to consider IF investing in an IPO

Resources & People Mentioned

• Michael Symon
• Beyond Meat
• Impossible Burger
• Fiverr International
• Slack
• Pinterest
• Lyft
• Uber
• Zoom
• Apple
• Peloton

Connect with Derek Gabrielsen

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